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

budget

Is there any way to change 'Annual Total' amount in a budget that is already set up?

Best answer a month ago

Accepted Solutions
QuickBooks Team

Re: budget

Hi @bbml,

 

Currently, you're only able to edit the Annual Total for your budget when you edit the amounts per month. Allow me to provide more details about this.

 

The Annual Total column shows the total of all the amounts entered on the column for each month.

 

This said, you'll need to change the amount in each month to change the amount in the Annual Total column.

 

Feel free to let me know if you have any other concerns about your budgets.

3 Comments
QuickBooks Team

Re: budget

Hi @bbml,

 

Currently, you're only able to edit the Annual Total for your budget when you edit the amounts per month. Allow me to provide more details about this.

 

The Annual Total column shows the total of all the amounts entered on the column for each month.

 

This said, you'll need to change the amount in each month to change the amount in the Annual Total column.

 

Feel free to let me know if you have any other concerns about your budgets.

Established Member

Re: budget

Hello,

 

How do you edit that annual total? I can't figure out where to do it.

 

Thanks!

 

John

QuickBooks Team

Re: budget

Thanks for joining us here in the Community, @JJessen.

 

I'd be happy to walk you through in editing the annual total of your budget in QuickBooks Desktop.

 

When editing the annual total amount of your budget, you'll need to go back to the created budget and make changes.

 

Here's how:

  1. Click on Company at the top menu bar.
  2. Select on Planning and Budgeting.
  3. Choose Set Up Budgets.
  4. Select the Budget that you wish to edit.
  5. From there, you can change its amounts.
  6. If you wanted to increase/decrease the monthly amount, you can click on the Adjust Row Amounts to select your desired option.
  7. Click on OK to save changes.

Budget 1.PNGbudget2.PNG

To give you more insights about budgets in QuickBooks Desktop, you may refer to this link

 

If you need further assistance with editing your budget, feel free to reach out to our Customer Care Team. They have the proper tools that can guide you through the steps.

 

Please let me know how it goes. I'll be around to help if you have any other questions with this concern. Wishing you and your business continued success!