when creating a Profit & Loss Profit with both month of and year to date columns, how do I get percentages for each column?

Hell Jimbd1!

You'll want to add the % of Column and % YTD columns to the report to get the percentage for each column.

Let me know if you have more questions. You can also check about customizing reports for your reference in the future.

Feel free to reach out if you have other questions in mind. Have a good day!

thank you very much for your prompt response.

Unfortunately, the answer that you provided does not provide the information that I am looking for.

I know that I can run two reports to get the information.  The first report with be the month of $$ and Percent to income the second report would be a YTD $$ with a percent to income; however, for presentation purposes, I would like all of this information on the same page.

I can also input the information to Excel and create my own report but I have to believe that QB is smarter than that. 

Please help me! 

Thanks for coming back, @Jimbd1.

I appreciate providing us a clearer picture of what you want to achieve in a report. At the moment, the best way possible to achieve this is to pull up both reports and export them to Excel as you just did.

I hear all your concern and will update this thread as soon as we have this feature available in the program. You can also visit our Firm of the Future to learn more about what are the newly added products and features in QBDT. 

Feel free to message us if you have additional questions. We're always here to listen and help in any way we can. 

Anybody figure this question out?