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Level 1

Can anyone help me get budget info to show up correctly in reports?

Using QB for Mac 2016 updated.  Entered budget amounts using Setup Budget for FY 2018.  Only 4 of 22 amounts show up in the Budget report for 2018 P&L and the same 4 are reflected in the P&L with budget.  FY is October to September.

Solved
Best answer 12-10-2018

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QuickBooks Team

Can anyone help me get budget info to show up correctly in reports?

Hello, bobnkathygregg!

Don't worry! Allow me to help you resolve the missing amounts on your budget report. 

A data-integrity issue may prevented the amounts from showing up on your report. We can try running the Verify/Rebuild Utility in QuickBooks Mac to see if this is the case. Here's how:

  1. Go to File
  2. Select Utilities.
  3. Click on Verify.

After running the Verify tool, let's run the Rebuild tool to fix issues:

  1. Go to File again.
  2. Select Utilities.
  3. Click on Rebuild

After running the utility, you can run your budget reports again to see if all the amounts show up. Please don't hesitate to leave a reply below to keep me posted with this. Thanks! 

View solution in original post

9 Comments
Highlighted
QuickBooks Team

Can anyone help me get budget info to show up correctly in reports?

Hello, bobnkathygregg!

Don't worry! Allow me to help you resolve the missing amounts on your budget report. 

A data-integrity issue may prevented the amounts from showing up on your report. We can try running the Verify/Rebuild Utility in QuickBooks Mac to see if this is the case. Here's how:

  1. Go to File
  2. Select Utilities.
  3. Click on Verify.

After running the Verify tool, let's run the Rebuild tool to fix issues:

  1. Go to File again.
  2. Select Utilities.
  3. Click on Rebuild

After running the utility, you can run your budget reports again to see if all the amounts show up. Please don't hesitate to leave a reply below to keep me posted with this. Thanks! 

View solution in original post

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Level 1

Can anyone help me get budget info to show up correctly in reports?

Thanks for the advice.  I tried the verify/rebuild sequence but unfortunately I still get the same results as before.  Any other advice would be greatly appreciated.
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Level 1

Can anyone help me get budget info to show up correctly in reports?

Went back and created budget under the main class (general fund).  Still only the four accounts.  Weird!!
Highlighted
QuickBooks Team

Can anyone help me get budget info to show up correctly in reports?

Thanks for getting back, bobnkathygregg! And thanks for trying out my suggestion.

As long as you assigned the accounts on your class, the amounts should appear on the reports.

Though, you can give our QB Mac support a call so they can check what's causing the amount to disappear. Here's how you can reach them:

1. Navigate to: <a rel="nofollow" target="_blank" href="https://help.quickbooks.intuit.com/en_US/contact">https://help.quickbooks.intuit.com/en_US/contact</...>
2. Choose QuickBooks Mac Desktop.
3. In the Contact Us page, click the issue or topic.
4. Click the Green Phone button to see the support number.
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Level 1

Can anyone help me get budget info to show up correctly in reports?

Thanks much.  I'll give that a try
Highlighted
QuickBooks Team

Can anyone help me get budget info to show up correctly in reports?

You're welcome, bobnkathygregg!

Let me know how it went after the call.
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Anonymous
Not applicable

Can anyone help me get budget info to show up correctly in reports?

I'm having the same issue. (Using QB Mac 2016 V17.2.26 R27. My Fiscal Year = Calendar Year.  I have reordered all lists. I have Verified and Rebuilt the Data.)  I use Classes. I based the 2018 budget on 2017 actual. No information is entered by job. Only class.   After editing all entries. the Budget Overview is completely blank.  It is still blank even if I look at one class.  P&L Budget vs. Actual shows Actual figures, but budget column is blank (not zeros, but blank).       What am I missing??
Highlighted
Level 1

Can anyone help me get budget info to show up correctly in reports?

I'm having the same issue, too. Did you ever resolve this?

Highlighted
QuickBooks Team

Can anyone help me get budget info to show up correctly in reports?

Thanks for joining this thread, nonprofit-user.

 

If you haven't yet tried running the Verify/Rebuild Utility in QuickBooks Desktop for Mac, then you can follow the steps below. Before doing so, please make sure to update QuickBooks Desktop for Mac to the latest release.

 

To Verify, here's how:

  1. Go to File
  2. Select Utilities.
  3. Click on Verify.

After running the Verify tool, we can run the Rebuild tool to any fix issues:

  1. Go to File again.
  2. Select Utilities.
  3. Click on Rebuild

Then, check your budget report. I'm also adding this article for reference: Resolve data damage with your QuickBooks Desktop company file.

 

Otherwise, follow the steps provided by my colleague above, on how you can reach out to our QuickBooks for Mac Support Team. This way, we can further check what's causing the issue. Please check this link to view our support hours

 

Leave a comment on this thread if you have any additional questions. 

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