Hi there, accounting33.
Yes, you can set up your budget by class. Let me show you how:
I also have screenshots below for more details. Leave a reply below if you have other questions.
Thank you for joining the thread, @millerdq.
I'd be glad to help set a budget amount per class across all accounts.
The steps provided by my colleague above is correct in setting up a budget by class. However, to create a budget per class across all accounts, you'll need to enter the budget amount by class in the Accounts section.
Then, please repeat steps 4 and 5 for the rest of your class.
You might also want to read these articles to learn more about classes and budgets:
Fill me in if you have other questions about managing budgets in QuickBooks Online. I’ll be always around to help.
Hi, this is great, but I created my budgets before classes and can't now edit the budget to set it by class. Can this be done? Thanks. Rebecca
Hi there, Rebecca.
Once the budget is already saved, QuickBooks doesn't allow us to edit it. I know a workaround for this. I'd suggest creating a new budget by class and use the old budget as the reference. Please refer to the steps which my colleague @Jeno_P provided above.
Also, you can check this article on how to create, edit, and manage budgets.
Don't hesitate to post in the Community again if you have other concerns. We're always here to help you. Have a great day!