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MTD Comparison

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

Best answer by Giovann_G

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.

What do you want to compare your MTD expenses to?

KM402Author

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

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.

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