Thanks for checking in with us, KLQ60.
In QuickBooks Online (QBO) Plus version, we can run a Budget vs. Actuals report. This allows you to compare your budgets and what you spent.
If you haven't created a budget in your account, just follow the steps and details in this article: Create and import budgets into QuickBooks Online.
Then, follow the steps below to run the report:
- Click Reports on the left side menu.
- Type Budget vs. Actuals in the search field,
- Filter the Report period.
- Click Run report.
If you need to set budget targets for each class, check out this article for the detailed steps: Set budget targets for each class.
For more details about running reports in QBO, refer to these articles:
I've got a link here that provides you with articles about managing your financial reports: https://quickbooks.intuit.com/learn-support/reports-and-accounting/misc/02/uk-reports-and-accounting....
I'm just one click away if you need a hand with importing/exporting your data or any QBO related. I'll be here to ensure your success. Keep safe and healthy.
