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January 18, 2024
Question

I want to edit the YTD actual amounts in my budget as it is automatically bringing in any transactions done in January but I want to edit those so am I able to do that?

  • January 18, 2024
  • 1 reply
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I am using the online plus version and it wont let me edit the ytd totals event though some of the transactions are for the previous year.

1 reply

January 18, 2024

Hi crotser-telus-ne,

 

Welcome to Community!  The budget feature is a dynamic tool for your business financials.  QuickBooks Online provides the option to edit your budget, to ensure accuracy.  I would be glad to help!

 

Here's how to edit your budget;

 

1. Open your Settings ⚙ and choose Budgeting

2. Next to the budget, select Edit from the Actions column

3. Edit each account one month at a time

Note;  You can also change the time period from monthly to quarterly or yearly, by selecting the small ⚙ in the top of the budget.

4. Hit Save or Save and close.

Here's a handy guide, for your reference.

 

Feel free to reach back out with other questions.  We are always happy to assist!