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April 10, 2021
Question

Is there a budget vs. actual report that can show YTD amounts vs. total annual budget instead of YTD on both columns?

  • April 10, 2021
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1 reply

April 10, 2021

Thanks for checking in with us, toni6.

 

The option to show the YTD amounts vs. Total Annual Budget in the Budget vs. Actuals report is unavailable. However, we can customize the report to the period of comparison as to $ Over Budget, % of Budget, $ Remaining, and % Remaining. You can also run another report that shows the YTD amounts vs. Total Annual Budget and export them to Excel to combine it with the Budget vs. Actuals report. To modify the reports, just follow the steps below:

  1. Go to the Reports menu.
  2. Find and open a report on the search field. 
  3. Use the basic filters on the report to adjust things like the report dates.
  4. Tap Customize.

 

Then, proceed to Step 2: Customize a report section in the Customize reports in QuickBooks Online (QBO) article to modify it. Visit our Reports page for more insights about running reports in QucikBooks. 

 

To keep updated with any upcoming QuickBooks updates and enhancements, feel free to visit these blogs:

 

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. You have a good one.