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May 29, 2025
Question

Budgets

  • May 29, 2025
  • 1 reply
  • 0 views

We are a charity with differnt funding streams - is there a way to set up budgets for each different fund which will then feed into a main budget?

1 reply

May 29, 2025

Yes, we can use the Class tracking feature to set as the different funding streams, Wendy.

 

This feature is available in QuickBooks Online Plus, Advanced, and Accountant versions. Consider upgrading your subscription if needed. From there, you can follow this detailed guide on turning on and setting up the classes: Turn on class tracking in QuickBooks Online.

 

After that,  we can already create budget targets for each class. The data will also reflect on the main budget report that you'll create.

 

Now, it is important to ensure that classes are properly assigned to your transactions for precise tracking on your reports. For more information, you can check out this link: Get started with class tracking in QuickBooks Online.

From there, we can already create budget targets for each class. The data will also reflect on the main budget report that you'll create.

 

We'll be right here if you need further assistance with this.