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houstonwb-elswor
March 31, 2024
Solved

Having problems with budget reports showing a phantom budget class amount equal to the sum of the subclass amounts. Don't see the phantom amount in the budget to delete.

  • March 31, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by JoanaC

Activity by Month still does not agree with Actuals in 'Budget v Actuals' report when using a filter.

Unfiltered Budget Overview agrees with 'Budget v Actuals'.

Filtered by a single class, not including subclasses, BUDGET process shows no amounts, but Budget v Actual report shows amounts.


Using Google Chrome Incognito mode (which should clear the cache).

 


Thank you for sharing your concern here in the QuickBooks Community, Houston. Let me go ahead and assist you with your budget report.

 

Being able to run the report you want to see is crucial, as it will give you definite amounts. But since you've already tried the basic troubleshooting and using incognito. 

 

I highly suggest contacting our support for them to assist you.

 

Here's how you can contact us: 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Select either tab to get started:
  4. Select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

Furthermore, here are some articles that can assist you in running your report.

 

 

I'll be here if you still have concerns about running your reports in QuickBooks Online. Have a great day!

1 reply

DivinaMercy_N
DivinaMercy_N
March 31, 2024

Hi there, Houston.

To clarify, when you mentioned the "phantom budget class" are you referring to a deleted class or those amounts under the not specified column? Any details you can add are helpful to me to ensure we're on the same page.

 

Additionally, may I ask for additional information about the phantom amount you're referring to? Is it made by a journal entry process? If possible, could you add a screenshot so I can further review the budget report on my end and provide you with a timely solution.

Please keep me posted. Have a good one.

H
houstonwb-elsworAuthor
April 1, 2024

Thank you for your quick reply.  Logging off, having dinner, and logging back in fixed the problem.  I know that there was a problem because earlier I downloaded an Actual to Budget (by Class) report showing the issue.

To answer your question, there are real Classes and real sub-Classes. The phantom budget amount appeared in the Class. It was the total of the real budget amounts in the Class' sub-Classes.


I saw this in the budget reports (of all types) but not in the budget process. In the budget process, I could not find the phantom budget amount in the Class but I could find and edit the amounts in the sub-Classes.

 

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