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4mbr
February 19, 2020
Question

I have my budget set up with multiple classes and sub classes. I am having trouble getting a good budget vs actual budget report by class. Tips would be appreciated.

  • February 19, 2020
  • 2 replies
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Original commenter did not share additional details

2 replies

AddieC
AddieC
February 19, 2020

Hi 4mbr, 

 

QuickBooks Online comes stocked with tons of great reports that can help give you a better understanding of your business finances. It's important that you're able to view your Budget vs. Actuals report in a way that makes sense for you. I'll explain your options. 


Reports can often be filtered or customized to display information specific to your needs. In the case of the Budget vs. Actuals report, you're able to filter by Account only. If this is something that would help you, you can do so by following the steps below. 

 

1. Click Reports. 

2. Select the Budget vs. Actuals report. 

3. Click Customize. 

4. Click the Filter drop-down menu, then check off the box next to Account. 

5. Select the account of choice, then click Run report. 

 

I hope this helps. If that's not quite what you're looking for, I'd recommend reaching out to our tech support team. I'm confident an agent will be able to get you back on the right track in no time. 

 

Have a great day. 

4
4mbrAuthor
February 19, 2020

I have QB Desktop Premier, not QB online.

AddieC
AddieC
February 20, 2020

I see, my mistake. 

 

With QuickBooks Desktop, you can filter reports just as easily as you can with the Online version! To customize the report in QuickBooks Desktop, follow this article for tips and helpful instructions: Customize reports in QuickBooks Desktop. 

 

If you have any other questions, please get in touch with our Desktop support department. 

Cheers. 

P
phillipaSA
February 14, 2021

I am having a similar issue. I wish to run budget vs actual P&L with multiple classes, however the it appears only one budget can be reflected. each class has a different budgets. pls help 

 

    Rebecca R
    Rebecca R
    February 15, 2021

    Hello phillipaSA,

     

    You're correct in that only one budget can be selected at a time when running the Profit & Loss Budget vs. Actual report. Since I can see how important it could be to reflect more than one budget or compare budgets in a report like this, so I encourage you to navigate to the Help menu and choose to Submit feedback online in order to let our product developers know what you'd like to see in future QuickBooks Desktop updates.

     

    In the meantime, you can use the option to Create new worksheet be selecting the Excel dropdown at the top of the report. You can run a report for each budget, then manipulate the data via Excel once you've exported it. This'll allow you to see exactly the data you're looking to pull.

     

    Let me know if there's more I can do to help. Have a great day!

    F
    frustrated-user2023
    November 21, 2023

    I also have the same issue and need this information. Has there been any progress in QuickBooks Online capabilities seeing as how this was originally posted over 2 years ago?

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