Report on a PROJECT

TexNolan

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

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

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

TexNolan

Yes, Coach Jon, it answered part of the question. Which I have added my comment and vote to the system. Thank you.
Trying to find a video that shows the steps on how to run reports for a business. Being new to Simplifi and not fully grasping everything (slow ole' redneck) can be frustrating sometimes. I keep finding videos that are 4 years or older and sell the product more than they educate on it. I already own it, now teach the world how to use it, is what I am looking for.
Those who say they are not idiots are usually the closest to acting like one. And I feel like that sometimes, while doing and learning, just by pushing a button. Then say oh sheetz…. I shouldn't have done that. Uninstall, reinstall, and start again.
So, in your hat of wisdom, if you see a place to watch or read (yes, I can read, even with my dyslexia) that instructs, it would be cool if you could pass that info on.

~Tex

TexNolan

Thank you, Coach Jon. I have bookmarked and started using some of the other articles.