Report on a PROJECT

Question

How do I tell if a project is overbudget?

Is there a way to see if a certain category's percentage of the project's projected income?

I have one client, and 50 to 75 projects a year for one client. Each project should have a certain amount of profit. Where do I get that percentage of profit number?

Coach Jon · Accepted Answer

Hello @TexNolan,

Thanks for reaching out! We do not have a way to check percentages at this time, however, we do have a great idea post you can vote for and provide feedback on that would add percentages to reports here:

https://community.simplifimoney.com/discussion/1306/add-percentages-to-reports-edited-1-merged-vote

In the meantime, you can still run a Profit & Loss report and filter by the project you want. There is not a way to check percentages as you want, but voting for that idea post I shared would allow our product team to see the interest is there for this idea.

I hope this helps!

Coach Jon · Accepted Answer

Hello @TexNolan,

Thanks for the reply! We do have a great support article that includes instructional visuals on how to access and use reports in Quicken Business & Personal. It lists the available reports and how to utilize each one in detail!

Here is the support article:

https://support.simplifi.quicken.com/en/articles/10180200-reports-with-quicken-business-personal#h_6a2fd51629