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Level 1

Budget vs. Actual report not including all my transactions, I have checked the filter parameters, but with no luck. Can I correct this?

 
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QuickBooks Team

Budget vs. Actual report not including all my transactions, I have checked the filter parameters, but with no luck. Can I correct this?

Hello there, @Boldendick

 

Thanks for visiting the Community today. I'll be glad to be your guide with running a Budget vs. Actual report. 

 

I appreciate you for using the filters to customize your report. Since the transactions still aren't showing even after using the filters, I'd recommend we begin with basic browser troubleshooting to fix unexpected behavior in QBO.  

 

Here's how: 

  • Google Chrome, press CTRL  Shift N
  • Mozilla Firefox: press CTRL  Shift P
  • Internet Explorer: Press CTRL  Shift P
  • Safari: press Command Shift N

 

Then, check to see if you can see the transactions in the report now. If it works fine, access your account using the original browser and clear the browser's cache. Otherwise, use a different browser.

 

For future reference, read through this article: Create and import budgets into QuickBooks Online. It helps you learn about editing a budget in case you need to. 

 

You can leave a reply if you have any follow-up questions on this. Thanks.

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