cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Established Member

Customized Budget to Actual Report

I would like to create a report that has three years of prior year actuals, with the current year's actuals and current year's budget number.    This will help with future budget planning.  Can this be done? 

1 Comment
QuickBooks Team

Re: Customized Budget to Actual Report

Hello there, @KFNBrian.

 

You can consider customizing and exporting the Budget vs Actual report to Excel to have the prior years actual with the current year actuals and budget numbers. Let me guide you on how to customize and export the report. 

 

  1. Go to the Reports menu.
  2. Select Budgets & Forecasts.
  3. Choose Budget vs Actual.
  4. Customize the date range to three years of the prior year.
  5. Click the Excel drop-down, then select Create New Worksheet.
  6. Hit Export.

From your exported report, you can hide the budget columns on the prior year to show just the actual columns. Once done, you can now compare the current year actuals and budget numbers. This way, you'll be able to plan for the future budget of your business.

 

You can read these articles for your reference: 

 

In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBDT Self-help

 

Please let us know if you have any other questions managing your budgets. We're always here to help.