When making a budget, is there a way that the sub-classes can add up to the whole of their parent class?

Hello there, @bdeshazer.

Thank you for choosing QuickBooks Online for your business. Let me address your concern about adding subclasses to your budget.

The two sub classes won’t add up by just choosing the parent class when creating a budget. What we can do is when we create the budget, we select the Class A, Class 1A, and Class 1B.

To do so, here’s how:

1. Go to Settings.
2. Under Tools, select Budgeting.
3. Click, Add budget.
4. Fill out the information needed, and under Subdivide by, select Class.
5. On the Add subdivided budget for, tick the parent class and the two sub classes (Class A, Class 1A, and Class 1B).
6. Add your budget for each account.
7. Click Save or Save and Close.

 


Once done, you can run the budget report.

Note that every class that is added to the budget will show up on the report. To see a consolidated total for the parent class, I suggest creating a separate class for each budget.

You can also check out this article to learn more about running a report by class.

Furthermore, you can also track your transactions by class by checking this link: Track your transactions by class.

If you need further assistance with creating a budget, just comment down below. Have a great day!