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June 25, 2020
Question

My client wants to track how much they need to save a year in their budget. How do I add a bank account (savings) to the budgeting feature. Is this possible?

  • June 25, 2020
  • 1 reply
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1 reply

PatriciaT
June 26, 2020

Hi there,

 

Thanks for joining us. I'm glad to hear you're using the budget feature in QuickBooks Online to track your sales and expenses. I'll be happy to share more on this.

 

At this moment, there's no feature included to add a bank account to the budgeting feature. As you probably say when creating a budget, you can specify whether to split the budget by ClassCustomer, or Location. If you'd benefit from additional options in managing budgets, feel free to submit feedback directly to our engineers. Your comments are crucial in driving innovation to offer the best QuickBooks experience we can.

 

Have a good one!