cancel
Showing results for 
Search instead for 
Did you mean: 
nick-langley
Level 1

I have set up budgets in two classes and also want a consolidated class. I used to be able to do this but it now seems I need to enter another Total Budget. Solution??

 
5 Comments 5
JenoP
QuickBooks Team

I have set up budgets in two classes and also want a consolidated class. I used to be able to do this but it now seems I need to enter another Total Budget. Solution??

Hi there, nick-langley.

 

The option to add a consolidated budget for all classes is still available in QuickBooks Online. Let me share these steps:

 

  1. Go to the Budgets window and click Add budget.
  2. Select Class in drop-down list for Subdivide by.
  3. Select All in the Add subdivided budget for.
  4. Select Not Specified in the View budget for.
  5. Enter the budget amounts.

Check out the screenshot below or visit this article for more info: How To Create, Edit, And Manage Budgets.

 

Comment below or add a reply if you have follow-up questions.

 

 

 

LucyRoyle
Level 1

I have set up budgets in two classes and also want a consolidated class. I used to be able to do this but it now seems I need to enter another Total Budget. Solution??

Do you have to enter the consolidated budget?

 

Surely QB can add the class budgets together to enter the total?

AileneA
QuickBooks Team

I have set up budgets in two classes and also want a consolidated class. I used to be able to do this but it now seems I need to enter another Total Budget. Solution??

Howdy, LucyRoyle. 

 

Yes, and you can follow my colleague's steps about how to add it.  

 

 Also, you can add and create a budget per class across all accounts. You'll need to enter the budget amount by class in the Accounts section, and it will give you the total amount. 

 

Here's how:

 

  1. In the Budgeting section, choose Class in the drop-down arrow for Subdivide by.
  2. In the Add subdivided budget for drop-down, select which class you'll add.
  3. Click Next.
  4. Select the Class in the View budget for drop-down, then enter the budget amounts in the class for each account.
  5. Press Save

 

You might also want to read these articles to learn more about classes and 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!

LucyRoyle
Level 1

I have set up budgets in two classes and also want a consolidated class. I used to be able to do this but it now seems I need to enter another Total Budget. Solution??

do you have to manually key in the total budget or how do you et QB to add the class budgets together to make a total budget?

JessT
QuickBooks Team

I have set up budgets in two classes and also want a consolidated class. I used to be able to do this but it now seems I need to enter another Total Budget. Solution??

Hi LucyRoyle!

 

Yes, you'll have to manually key-in the budget per class.

 

To explain further, the All subdivided budget for option is only used to filter the list of classes that you're budgeting for. On the next page, you still have to select a class to create a budget for. Then, do the same thing too to other classes. It's not like you enter a total budget and then it's automatically divided into the classes. 

 

 

You can run the Budgets vs. Actual report to see the budget per class.

 

 

I can see that my colleagues have already shared some references above, you can refer to them.

 

You can also comment below if you have questions. Have a good one!