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treasurer-nlymso
May 13, 2022 3:43 PM UTC
Question

How do I run a report in QBO that shows current year budget vs the proposed budget for next year?

I'm setting up our proposed budget for next year but would like to run a side by side report that shows the proposed budget for next FY vs the current budget for this FY.

1 reply

Candice C
Candice C
May 13, 2022 5:46 PM UTC

Greetings, @treasurer-nlymso. 

 

Congrats on making your first post here in the Community. I can give you some insight on running a report with the proposed budget for next year and this year's FY. 

 

When running the Budget Overview report, you can only run the information through the next or current FY at a time. 

 

However, you could export both of the reports into Excel and review them side-by-side.

 

In the end, you can submit feedback to our Product Developers so they can consider this in the near future. Keep up with what's new in the system by using our Blog site.

 

Don't hesitate to reach back out with any other questions you may have. I'm only a reply away. Have a wonderful day! 

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