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servalstudios
April 11, 2022
Question

Better budget vs actual reports - custom

  • April 11, 2022
  • 2 replies
  • 0 views

I take information from the Budget VS Actuals report and hand put it into an excel sheet so my board has a "quick glance".  This is time consuming with the current Budget vs actuals.

 

What I would like is a report with the Class running down the left hand side, instead of the top and then expenses or income broken out under that.

 

Is there additional software that might do this?

2 replies

J
jamespaul
April 11, 2022

Hello, servalstudios.

 

Before looking at a third-party app, I'd like to share some details about how you can move the Class to the left hand side. 

 

When running the Budget vs Actuals report, you can move the classes to the left hand side by customizing it. Here's how:

 

  1. On the Budget vs Actuals report, click the Customize button.
  2. Expand the Rows/Columns section. 
  3. Select Classes vs. Months, Classes vs. Qtrs or Classes vs. Totals from the Show Grid drop-down menu.
  4. Add or set other customization options you want.
  5. Hit Run report. 
  6. This allows you to see the classes on the left hand side with the total amounts listed under months or quarters (depending on what grid you selected). 

 

Though, we're unable to show the itemized breakdown of the actual transactions. So, you'll want to click on the actual amount to see the transactions. 

 

If you'd like to have more customization options for the Budget vs Actuals report, I would suggest looking for an app that adds the improvements you'd like.

 

Simply go to the Apps menu, then look for one. You can also visit this site: https://quickbooks.intuit.com/app/apps/home/.

 

More details about the Budgets feature can be found here: Create and import budgets into QuickBooks Online.

 

Aside from the Budgets vs Actuals report, you can also compare your Profit and Loss reports with different time periods. If you'd like to know more, feel free to check out this article: Run a Profit and Loss Comparison Report.

 

Would you like to run other reports or do you need help entering a specific transaction? Let me know the details and I'll gladly help you out again. 

S
servalstudiosAuthor
April 11, 2022

This is very helpful. thank you..  I didn't realize you could put the classes on the left.

 

Now I just need a way to list under clases, specific accounts.. I wonder if there is an app that will do that.

I
ivy-orth-lunosol
January 3, 2024

 

I am looking for the same thing.  I need an App/Widget/Dashboard for each PROJECT.  The BUDGET should be allocated by CATEGORY - based on the line items on the approved estimate.  My Cost is the BUDGET to each line item, in its specific category.

 

The BUDGET should show me the total budget allocation for all these categories.

 

The EXPENSES, as they are uploaded (vis the receipt scanner in the app, or as they are added via bills) should then deduct their dollar amount from the BUDGET in their appropriate category, therefore showing me the reiming budget for each category.

 

Is this not an obvious need for ANY business owner to stay on budget?

Bryan_M
Bryan_M
January 4, 2024

We hear you, Ivy.

 

I know how important on your end that the budget shows you the total allocation for all these categories.

 

At the moment, this feature is unavailable in QuickBooks Online (QBO). As a workaround, you can look for a third-party app in the Apps section of QBO. Here's How:

 

  1. From the left navigation, select Apps. Then, Find Apps.
  2. In the search field, type in the keyword of the name of the app you're looking for.
  3. Click the app, once you find it.

 

You can also click this link to find one: https://quickbooks.intuit.com/app/apps/home/

 

In the meantime, you can submit direct feedback to our Product Development Team. They might add this to our future product updates.

 

To be in the loop of new product updates of QBO, you can visit this link: QuickBooks Blog.

 

Feel free to come back here if you have additional suggestions or questions about managing your report. I'll be willing to help. 

I
ivy-orth-lunosol
January 4, 2024

I have looked into Apps that integrate.  I have a consultant and my bookeeprin working on this,  we have speant more than two weeks (and I have spent THOUSANDS in labor hours) on trying to find an app that actually does this. 

 

It seems like this needs to be native.  I will PAY your developers to make this native.  Please.  You have all the tools.  You know my cost for products and services.  You have my expenses.  You have all the information.  I just need the tool, which only YOU can provide.

 

Please, make your system function as i KNOW you can.

 

Thank you

 

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