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LionKing1217
February 7, 2025
Question

Budget vs. Actual Custom Report

  • February 7, 2025
  • 1 reply
  • 0 views

I would like to create a custom report that shows the actual results as of "This year-to-last-month" and shows the total budget remaining for the year. If I create a budget vs. actual from scratch and choose the options the report is shown correctly (expenses through prior month and full 12 month budget numbers). However, once I save the customization when I rerun the custom report the report the dates shift to both actual and budget showing as of last months. I would like to be able to split the date range for the actual vs budget.

1 reply

K
KayePe
February 7, 2025

To generate a precise Budget vs. Actuals report, consider selecting the Custom or This Calendar Year report period options, @LionKing1217. I'll provide insightful information on how customization can enhance your experience with QuickBooks Online (QBO).

 

By selecting the This Year-to-Last Month report period when customizing your report, QuickBooks automatically presents data up to the end of last month. This is because our software reflects the report period you choose, regardless of the specific date range. To view the total budget remaining for the year, choose the Custom or This Calendar Year options and set your desired date range.

 

 

Navigating your financial records can be challenging; however, the QuickBooks Live Expert Assisted team is here to guide you. We'll help you identify the most essential dashboards and reports, ensuring a clearer and more insightful understanding of your finances.

 

To further manage your essential data in QBO, consider exploring additional reports tailored to your needs. To discover the range of reports available to you based on your subscription level, see this article: Reports included in your QuickBooks Online subscription.

 

QuickBooks also allows you to have the option to print and export the reports you generate, allowing you to easily access and utilize them outside of QBO.

 

I truly admire your dedication to managing your business's financial health, cash flow, and strategic planning, @LionKing1217. Should you need further assistance with handling reports or any other QBO tasks, please don't hesitate to reach out. I'm here to support you every step of the way.

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