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scsblue
February 2, 2023
Question

P & L Budget vs. Actual Report

  • February 2, 2023
  • 3 replies
  • 81 views

I have QB Desktop/Mac.  I've created a budget and when I try to pull any of the reports no actual budget figures appear on the report.  For example when I do the P&L Budget vs. Actual report the 'actual' numbers pull in but nothing is in the columns of Budget, $ over budget, % of budget.  

3 replies

JamesAndrewMModerator
Moderator
February 3, 2023

We're pleased to have you here in the Community, scsblue. Thanks for posting.

 

I'll share with you some information that could help you pull up the best report.

 

Let's begin by checking how you set up the budget. Please be aware that the Budget Reports in QuickBooks will reflect all expense and income accounts in the Chart of Accounts. The data, however, is determined by how the budget is set up.

 

Next, ensure that the correct fiscal year is used for reporting. Follow the steps below to see if it matches your company settings:

 

  1. Select My Company from the Company menu.
  2. Choose Report Information by clicking the Pencil icon.
  3. Check the First-month field in your fiscal year to ensure that the correct month is selected. If necessary, update.
  4. Click OK.

 

If you've tried everything and the issue still persists, you can recreate the budget for the same Fiscal Year. Then, launch a new Budget vs. Actual report to see if it does the same thing. To create a new one, follow the instructions in this article: Create a budget or forecast in QuickBooks Desktop.

 

Lastly, delete the old budget. Here's how: 

 

  1. Go to the Company menu, choose Planning & Budgeting, and then click Set Up Budgets.
  2. Click the Budget drop-down list and select the budget that you want to delete.
  3. Additionally, you can specify the Class or Customer: Job if necessary.
  4. Go to the Edit menu found at the top toolbar, and click Delete Budget.
  5. Press Yes to confirm the action.

 

To learn how to handle reports in QBDT Mac, see the articles below:

 

 

Feel free to reach us again for further concerns. Stay safe!

scsblueAuthor
February 4, 2023

Thank you.  I followed the instructions and ended up deleting budget and redoing it a few different ways but none of them pull any data into the report I'm looking for. 

JenoP
JenoPQuickBooks Team
QuickBooks Team
February 4, 2023

Thanks for getting back here and for sharing the steps that you tried, scsblue.

 

I read the first reply and I can see that all possible steps on how to troubleshoot a budget issue has already been shared.

 

In this case, I would recommend reaching out to our chat or phone support teams. They can take a look at the budget you created to determine why the amounts aren't showing up in the reports. 

 

Here's how to reach out to them: 

 

  1. Go to Help, then select QuickBooks Help.
  2. Select Contact Us.
  3. Give a brief description of your issue, then select Continue.
  4. Sign in to your Intuit account and select Continue and then Continue with my account.
  5. We'll email you a single use code. Enter your code and select Continue.
  6. Select to chat with us or Have us call you

 

Let me also share this article for more details: Create or Update a Budget in QuickBooks Desktop for Mac.


Don't hesitate to let us know in your reply if the support agent was able to help you get the budget amounts in your report. The Community is always here if you need anything else. 

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