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new2023
September 15, 2023
Question

How to show budget annual budget and compare with YTD results? I don't want monthly phasing.

  • September 15, 2023
  • 1 reply
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Original commenter did not share additional details

1 reply

C
ChristineJoieR
September 15, 2023

Hi there, @new2023. Let me guide you along the process of removing the monthly data on budget reports in QuickBooks Online.

 

By customizing the reports, we can choose to apply filters that display only the totals.

 

Here's how:

 

  1. Pull up the created budget.
  2. Next, go to the Customize button.
  3. After that, navigate to Row/Columns. Under the Show Grid dropdown, choose Accounts vs. Total.
  4. Lastly, Save.

 

If you want to save your customized report, you can click the Save Customization button. It will allow you to save the report and access them again whenever you need it.

 

Moreover, if the information you need isn't available in the report, you can export the data to Excel. You will then be able to further customize the QuickBooks data. Visit this article for your guide: Export your reports to Excel from QuickBooks Online.

 

I'll be here if you need guidance with your financial reports. Just add your comment below. Have a nice day.

    N
    new2023Author
    September 17, 2023

    Thank you for the response.  Here is what I would like to show: 

    YTD August actual versus Total Year Budget?  Is that doable in QBO? 

     

    When I customize the periods YTD August, the budget amount automatically adjusts to YTD August, not TOTAL YEAR BUDGET.  I would like each YTD period comparing to TOTAL YEAR BUDGET only.  

    Thanks. 

      L
      LollyNino_C
      September 17, 2023

       I appreciate for adding more details about your concern, @new2023.

       

      At the moment, QuickBooks Online doesn't support the option to run a comparison of YTD on the Budget vs. Actuals Report. For now, you'll need to run the report and compare it to the Budget Overview report for the year. I'd be glad to guide you on how.

       

      1. Navigate to the Reports menu and search for Budget Overview. Next, click on the report to open it. 
      2. If necessary, you can filter the date range. 
      3. Select Customize. 
      4. Once you've customized the report, click Run Report to save the changes.

       

      For additional information, please see this article: Create and import budgets into QuickBooks Online.

       

      Furthermore, you have the option to export the Budget vs. Actuals report to an Excel file. You'll need to follow the same process for the specific period you want to view. For instance, the entire fiscal year or from January 1 to December 31 for the years 2020, 2021, 2022, and 2023. I'll provide you with step-by-step guidance on how to do this. Please follow the steps below.

       

      1. Go to the Reports on the left panel and enter Budget vs. Accruals in the field box.
      2. Click the Report period drop-down and choose the correct date range.
      3. Press the Export icon to select Export to Excel.
      4. Perform the same process for the date range you wish to run.

       

      Here's an article that gives you an overview of transferring your reports, lists, and non-posting transactions: Export reports, lists, and other data from QuickBooks Online.

       

      In addition, I'd suggest you send feedback to our product developers for this feature in QuickBooks Online to help improve your experience. Here's how:

       

      1. Go to the gear icon.
      2. Choose Feedback.
      3. Enter your comments or product suggestions.
      4. Then, click Next to submit feedback.

       

      You can visit our  QuickBooks Online Feature Requests website to track the status of your submitted feedback.

       

      Also, this reference will guide you on how to get the most out of your financial statements: Customize reports.

       

      Let me know if you have other questions about the budget report. I'll respond and provide you with the information you need from us. Take care always.

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