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Level 1

two year comparison - Budget Vs. actual annual budget report

In Quickbook desktop I used to be able to produce a multi year comparison of budget Vs actual yearly totals.  I only seem to be able to create a one year report in QB Online.  Is there any way to create a multi year budget versus actual report with columns being yearly totals?

2 Comments
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QuickBooks Team

two year comparison - Budget Vs. actual annual budget report

Hi there, 

 

QuickBooks Online Plus has an easy-to-navigate budgeting feature. Budgets help you plan ahead so you can stay on top of your expenses and revenue. After you set one up, using the Budget vs. Actuals report can help you make informed decisions for your business.

 

To find the report, click the Reports tab on the left navigation menu, then search for Budget vs. Actuals Report. Once you've opened the report, you can begin customizing it to suit your needs. 


You can absolutely select a reporting period of over one year. To do that, enter the start and end dates at the top of the page where it says Reporting Period. You can then click the Customize button at the top right side of the page to adjust the way your rows and columns are displayed. You can select Accounts vs. Months, Accounts vs. Qtrs, or Accounts vs. Total. 

 

The options to customize the columns further are limited. I think having the option to separate totals by year is a great idea. You can do this manually by running a report to display Accounts vs. Total for a one-year Reporting Period. I'd be happy to submit your feedback about this to our engineering team for review. We're always looking for new ways to improve our products. 

 

For more information about the Budgets feature and it's reports, take a look at this helpful Community article: Create, edit, and manage budgets.

 

I hope this helps clear things up for you.

 

Cheers.

Highlighted
Level 1

two year comparison - Budget Vs. actual annual budget report

OK Thanks you,

 

Yes being able to compare years like this is so very useful to us.  And like I said it was easy to do on the desktop version.  I am disappointed this cant be done without running two separate reports in this online version.