Adding a Budget to Profit and Loss Reports on Desktop Versions

DorchesterLions · ‎October 09, 2025

Is there anyway to add a budget column to the Profit and Loss Statements with the Desktop Versions.

I understand how to create the Budget via the format within the program, although not sure where it saves it to.

Thanks

LouiseG · ‎October 09, 2025

Please know that there’s no option to add a budget column in the Profit and Loss report. However, you can view a budget alongside the Income and Expense figures in QuickBooks Desktop (QBDT) by generating the Budget vs. Actual report, Dorchester.

When you create a budget, it will be linked to the accounts you selected during the setup process. You can view this in the Budget vs Actual report. Here's how:

Go to the Reports menu.
Select Budgets & Forecasts.
Choose the Budget vs Actual report.

If you have follow-up questions, don’t hesitate to revisit this thread.

View solution in original post

LouiseG · ‎October 09, 2025

Please know that there’s no option to add a budget column in the Profit and Loss report. However, you can view a budget alongside the Income and Expense figures in QuickBooks Desktop (QBDT) by generating the Budget vs. Actual report, Dorchester.

When you create a budget, it will be linked to the accounts you selected during the setup process. You can view this in the Budget vs Actual report. Here's how:

Go to the Reports menu.
Select Budgets & Forecasts.
Choose the Budget vs Actual report.

If you have follow-up questions, don’t hesitate to revisit this thread.

DorchesterLions · ‎October 10, 2025

Thanks, not what I was hoping to be able to do, but will provide a solution.

Much appreciated

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Adding a Budget to Profit and Loss Reports on Desktop Versions