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dominic-white227
October 11, 2019
Solved

How can I get budget vs actuals report to spread across two financial years

  • October 11, 2019
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by GeorgiaC

Hi Emma,

Under Tools and Budgeting, I've created a budget for an event we're running next month. The budget includes income and expenditure.

 

Even if I select that specific budget from the list and then 'Run Budgets vs Actuals report' it generates a list of all transactions (and their budgets) from the time period whereas I just want those associated with the event.

 

Interestingly, if I customise the period and select the box 'only accounts with budgeted amounts' it does concentrate on the event I'm looking at BUT it no longer includes all transactions that have taken place - regardless of the time period I select. 

I can get very close to what I'm after.

 

I'm sorry if that's hard to follow. Is there a way I can talk you/someone through it? 

Dom   


Hi dominic-white227,

 

 

Thanks for the detailed explanation. If you are unable to customise the report to view the details you are searching for via the 'Customise' option you can export the report to Excel and edit from there, to make sure we've covered all areas you can contact our support line on 0808 234 5337, the agents available have tools to setup a screen-share to look into this with you.

 

 

Thanks

1 reply

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EmmaM
October 11, 2019

Hello Dominic-White227

 

You can customise the date range to bring up the 2 financial years. It will automatically have in the last financial year dates when you load the report but if you change the date range it will allow you to have the last 2 financial years on that report

 

Emma

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dominic-white227Author
October 11, 2019

Thanks Emma,

I saw the option to customise the date range and it does work however the subsequent report also includes all the other transactions that have taken place within that period and not just those within the 'class' that I'm keen to see.

My goal is to see a budget vs actual report for a specific class that spans across 2 of my financial years.

Appreciate your help.

Dom 

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EmmaM
October 11, 2019

Hello Dom

 

In the budget vs actuals report you can not currently add a class column or filter by class  The class column is not something on the budgeting tool either.So it can not pull infomation on class on the budgeting side.

 

There are class reports you can run in QuickBooks what information are you looking to see other than class?Or it may be a case of amalgamating two reports together by exporting them separately into excel and then combining into one workbook

 

Emma

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