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C
CATOM
June 1, 2021
Question

Budget to Actual by Job

  • June 1, 2021
  • 2 replies
  • 0 views

I need to do some budgeting at a program level and then run budget to actual reports based on the funder that pays for those programs. In my perfect world, I would set up the budgets by Customer: Job and then run a Budget to actual rpt that I filter by class (which equates to the funder) and it would show me how we are doing against the specific programs paid for by that funder. However, I can't seem to make the report work that way. Is that possible?

2 replies

S
SarahannC
June 1, 2021

Hello there, @CATOM.

 

I can see the importance of setting up this kind of budgeting in the program. QuickBooks follows the workflow of creating the budget on how you would like to set it up. To create Budgets by Customer: Job, make sure to select the Customer:Job option when you create a new one. For more details, check this one: Create a budget or forecast in QuickBooks Desktop.

 

You can follow these steps and see the sample screenshot: 

 

  1. Go to the Company menu and hover over Planning & Budgeting.
  2. Then, select Set Up Budgets.
  3. Click Create New Budget.
  4. Select the Customer:Job

This is how it looks like:

 

When you run the Budget report, make sure to select the correct one. Here's how:

 

  1. Go to Reports menu.
  2. Under Budget & Forecasts, select Budget vs. Actual.
  3. Select the one that you created by Customer:Job.

 

Also, in the Budget and Actual report, we can also filter it to class. Go to the Customize tab. Within the Filter tab, search for Class and include it.

 

Get more details about customizing QuickBooks reports in these articles:

 

 

Please post again if you have other questions as you go along with QuickBooks. Take care always and have a good one!

C
CATOMAuthor
June 2, 2021

Thanks, SarahannC! I did do all those things and successfully created individual budgets by Customer: Job within the class. However, when I run the Budget to Actual report, it does not break out the individual Customer: Jobs that are under that class. (e.g. Green has a budget and Blue has a budget and they are both under class 123. When I run the report and filter it for class 123, it rolls Green & Blue together but does not break out the Budget to Actual individually by Blue & Green. Maybe I'm missing something....)

L
LollyNino_C
June 2, 2021

Good job for doing the steps my colleague recommended, @CATOM. 

 

When creating a budget, you only either select Customer: Job or Class. Thus, the option to do both is unavailable. I can see how the feature you're looking for is beneficial to your business. 

 

Our developers periodically update and release new features for QuickBooks Desktop (QBDT). They might change how this works in the future. To be updated with our latest news and updates, including product improvements, I encourage you to visit the What's New section on your QBDT account or open this link to view our product update blogs.

 

I got you this article you can read to learn more about customizing reports in QBO: Customize reports in QuickBooks Online.

 

You can also check this article for more details about the process: Create a budget or forecast in QuickBooks Desktop.

 

I’ve also added this link that can help you reconcile your accounts seamlessly in the future: Reconcile an account in QuickBooks Desktop.

 

Know that you’re always welcome to post a reply if you have other concerns or questions managing your budgets in QBDT. I’ll be around ready to lend a helping hand. Keep safe!

L
lawrenanne1
July 5, 2022

This is exactly the same way I set up my programs/events (jobs) and funders (class).  And I completely agree that it would be very useful to be able to produce budgets which could sort pots of money (classes) by job for budget vs actual. 

 

It would also be very useful if the QB Nonprofit version actually used nonprofit language like "funder" (instead of class) and "program/event" (instead of customer/job), and allowed for the creation of invoices to funders.

    K
    Kevin_C
    July 5, 2022

    I appreciate you for sharing your concern with us, @lawrenanne1. I understand that you want to make some changes and improvements to QuickBooks Desktop (QBDT) to meet your business needs.

     

    It would be nice to have this as an option as it will help you run your business seamlessly. I recommend sending your thoughts to our Product Development Team about being able to produce budgets that could sort classes by job on budget vs. actual report and that QuickBooks' nonprofit version will use nonprofit languages. 

     

    You can follow these steps to send feedback:

     

    1. Click the Help menu located at the top.
    2. Choose Send Feedback Online then click Product Suggestion.
    3. Type in your feedback or feature request.
    4. Click the Send Feedback button.

     

    All feedback goes to them, and everything we update in QuickBooks is based on the information provided by our customers.

     

    You can browse this article to learn more about the reports you can build in QBDT: Self-help guide. They’re grouped by topic, so you can view each one in no time.

     

    In case you have other questions in mind, post them in the comments below. I'll get back to you as soon as I can. Have a great day ahead!

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