MTD Comparison

KM402 · ‎September 23, 2022

Is there a report to see a P&L Month-to-Date Comparison? I want to compare my expenses my month

Giovann_G · ‎September 23, 2022

Hello, KM402.

The Profit and Loss report can be customized to display columns by month and include a percentage column for expense or income. I'll show you how.

Go to the Reports menu, then Company & Financial.
Select Profit & Loss Standard.
Enter the correct report period.
Click Customize Report button.
Choose Month under the Display columns by dropdown.
Checkmark the box for % of Income or % of Expense in the Add subcolumns for field to add percentage column.
Once done, hit OK

Refer to this article for more details on customizing reports: Customize reports in QuickBooks Desktop.

Do you plan to make use of your report outside of QuickBooks? If this is the case, you can export your report to Excel. For a comprehensive guide, see this link: Export reports as Excel workbooks in QuickBooks Desktop.

If you have further questions, let us know. We're always here to help you.

BigRedConsulting · ‎September 23, 2022

What do you want to compare your MTD expenses to?

KM402 · ‎September 23, 2022

I want to compare a few months, to see when and where the expenses were more, and what percent more.

Giovann_G · ‎September 23, 2022

Hello, KM402.

The Profit and Loss report can be customized to display columns by month and include a percentage column for expense or income. I'll show you how.

Go to the Reports menu, then Company & Financial.
Select Profit & Loss Standard.
Enter the correct report period.
Click Customize Report button.
Choose Month under the Display columns by dropdown.
Checkmark the box for % of Income or % of Expense in the Add subcolumns for field to add percentage column.
Once done, hit OK

Refer to this article for more details on customizing reports: Customize reports in QuickBooks Desktop.

Do you plan to make use of your report outside of QuickBooks? If this is the case, you can export your report to Excel. For a comprehensive guide, see this link: Export reports as Excel workbooks in QuickBooks Desktop.

If you have further questions, let us know. We're always here to help you.

BigRedConsulting · ‎September 23, 2022

Well, you can compare two MTD months at a time, but not three.

To do this,

- Run a standard Profit & Loss report and select This Month To Date as the date range (if it's not the default).

- Then click Customize Report and select Previous Period on the Display tab as well as the $ Change and % Change options.

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