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April 8, 2024
Question

How do i show the report for the current financial period and also what the amount remaining in the current budget for the fiscal year?

  • April 8, 2024
  • 1 reply
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I want to see where we are budget wise for the current fiscal year and what is remaining in the budget.

1 reply

April 8, 2024

I know a way where you can pull up a report to see your current financial period and budget, Jmanning. Let me walk you through the process. 

 

In QuickBooks Online (QBO), you can run a Budget vs. Actuals report and customize it according to your preferences to see the details such as the remaining budget. Kindly follow the steps below: 

 

  1. Go to the Reports menu located at the left navigation panel. 
  2. In the search bar, enter the  Budget vs. Actuals. 
  3. Scroll up and click the Customize icon.
  4. Click the Report period dropdown and choose your preferred date. 
  5. Within the Rows/Columns section, press the Show Grid dropdown and choose Accounts vs. Total or anything you prefer. 
  6. In the Period comparison, tick what you'd like to see in your report. 
  7. Once everything is set, press Run Report

 

You can also create, edit, and delete budgets to help compare your actual income and expenses with your budget.

 

Additionally, you can also export your report by pressing the icon right beside the Print icon. You can choose either to Export to Excel, Export to PDF or Add to Management reports. 

 

If there's anything you'd want to ask further, keep me notified by leaving a comment. I'll be around to help you out.