Skip to main content
S
safeharborbkp
November 21, 2023
Question

running yearly budget reports

  • November 21, 2023
  • 1 reply
  • 0 views

I would like to run a budget vs actual report that just shows the yearly total. When I run it from the reports page, and set the date range to "this year", it still breaks down the report by month. Can I change this to just show yearly totals?

1 reply

S
SirielJeaB
November 21, 2023

Hi there. You can tailor the report to show the yearly total. 

 

I acknowledge the relevance of the streamlined process when handling reports within the program. I'll walk you through the process to personalize the data you need:

 

  1. Open the Budget vs. Actuals report.
  2. Select the Customize button.
  3. Tap on Rows/Columns.
  4. Click the Show Grid dropdown button, then choose Accounts vs. Total. 
  5. Tap on Run report.

 

To save the configuration settings of the report, refer to this article: Memorize reports in QuickBooks Online.

 

Notify me if you have further questions about running reports in QuickBooks Online. Click the Reply button below or post in the Community section again. I'm looking forward to helping you.

Terms & ConditionsAccessibility statement