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Catherine_B
QuickBooks Team

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Thanks for the additional informtaion, JJessen.

 

The option to set the Budget report showing two to three years of trend in one report is unavailable. In the meantime, you can export these reports to Excel and collate it from there. 

 

Here's how: 

  1. From the Reports menu, select Budgets & Forecasts
  2. Then, choose Budget Overview
  3. Follow the on-screen instructions, and click Next to proceed. Then, hit Finish
  4. On the report, change the date (From: 01/01/2014 and To: 01/01/2019). 
  5. Select Year under the Show Columns drop-down arrow. 
  6. To export it to Excel, click Excel and select Create New Worksheet.budget.PNG

     

You can check out this article that will help you customize reports

 

I'm just a post away if you need more help. Have a great day!

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