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C
CampPoss
December 16, 2020
Question

made a budget, not showing in report

  • December 16, 2020
  • 1 reply
  • 0 views

I created a budget and it is the only budget I have for my account. How come when I generate a budget v actual report it says the budget is 0 for everything? I tried clicking the drop down to use the budget I made but it was not an option.  The budget title it used was some random title

1 reply

Jen_D
Jen_D
December 16, 2020

Let me help you with your Budget report, @CampPoss,

 

If the report shows no data despite having the information in QuickBooks, let's check if this is caused by a known browser issue.

 

Unexpected issues are often affected by the large data in the cache. This is because the history on regular browsing will overwrite itself and will not remove data unless done manually.

 

The incognito mode will not save any history making it a great place to identify issues in the browser. Use these keyboard shortcuts to launch a new private window:

 

  • Google Chrome: press Ctrl + Shift + N  
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

Clearing the cache can also help resolve browser issues in QBO.

 

Let me know how it goes. I'll be right here to help you with this. Have a good one!

C
CampPossAuthor
January 4, 2021

I created a budget for sep-aug titled Budget FY21

When I generate a report it shows the only budget available as "Budget FY2021- FY21 P&L"

Is that the budget I created?

 

Also I want to generate quarterly reports while showing the entire year budget in those reports, but it splits up everything into a 1/4th of the budget.

Rubielyn_J
Rubielyn_J
January 4, 2021

Thanks for getting back in here, @CampPoss.

 

In QuickBooks Online Plus and Advanced, you can create budgets based on your accounting data. Once your budgets are in QuickBooks, you can review and adjust everything. Then run financial reports to compare your actual sales and expenses with your budget.

 

Once you create a budget, ensure to input the correct name, fiscal year, and the interval. This way, it would show in your report. 

 

To have the data of budgets by account, you can run the Budget Overview report. On the other hand, the Budgets vs. Actuals report summarizes accounts alongside your actual account totals. It also shows how much you're under or over budget.

 

Here's how: 

  1. Sign in to your account.
  2. Select the Settings ⚙ menu, and then choose Budgeting.
  3. Look for your budget on the list.
  4. Click the Action ▼ dropdown and then select Run Budget Overview report or Run Budgets vs. Actuals report.

Feel free to read this article for more information on budgets: How to Create, Edit, and Manage Budgets?

 

You'll want to personalize your reports. You may also check out this article: Customize reports.

 

You can always get back here if you have other concerns QBO. I'll be here to help you. Stay safe always. 

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