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Anonymous
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How can I set a budget to a calendar year rather than a fiscal year-end?

 
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Best answer 04-01-2019

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QuickBooks Team

How can I set a budget to a calendar year rather than a fiscal year-end?

Hello tmasters,

 

That's a great question. Being able to customize the time frame for your budget would definitely be a useful feature. We're constantly looking for new ways to have QuickBooks Online do more for business owners, so I'll be sure to pass on your feedback about this feature.

 

Currently, the program's budgets operate based on your fiscal year so that you can plan and monitor the numbers during that time frame. You can read more about it in this article about how to create, edit, and manage budgets.

 

One of the great things about QuickBooks Online is the ability to connect with partner apps. These were created by third-party companies to help enhance what the program can do for you and your business. When logged into a browser, click Apps from the left menu and then use the search bar with the keyword "budget." You'll see there's a variety to choose from and I'm sure you'll be able to find something that fits your needs. You can also try changing up the keywords to see the available options.

 

Happy budgeting!

View solution in original post

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Highlighted
QuickBooks Team

How can I set a budget to a calendar year rather than a fiscal year-end?

Hello tmasters,

 

That's a great question. Being able to customize the time frame for your budget would definitely be a useful feature. We're constantly looking for new ways to have QuickBooks Online do more for business owners, so I'll be sure to pass on your feedback about this feature.

 

Currently, the program's budgets operate based on your fiscal year so that you can plan and monitor the numbers during that time frame. You can read more about it in this article about how to create, edit, and manage budgets.

 

One of the great things about QuickBooks Online is the ability to connect with partner apps. These were created by third-party companies to help enhance what the program can do for you and your business. When logged into a browser, click Apps from the left menu and then use the search bar with the keyword "budget." You'll see there's a variety to choose from and I'm sure you'll be able to find something that fits your needs. You can also try changing up the keywords to see the available options.

 

Happy budgeting!

View solution in original post

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Anonymous
Not applicable

How can I set a budget to a calendar year rather than a fiscal year-end?

Thanks Laura for your help.  :)