cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 2

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 December 10, 2018

Best Answers
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

16 Comments 16
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

Highlighted
Level 2

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.
Highlighted
Level 2

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.
Highlighted
Level 2

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.
Highlighted
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. 

Highlighted
Level 4

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

Having the same issue.

 

My budget numbers ALL look great.  I have about 3 accounts that are either not showing up or are showing up under line items not in my budget.

 

We've tried all of the above... still not reporting correctly on our budget vs actual.

 

Finance Director would love this ASAP.

 

Thanks for your hlep

Highlighted
QuickBooks Team

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

Hi there, @RhondaL.

 

I appreciate you providing details of your concern. I'm glad to share some troubleshooting steps to help you fix your issue. First, let's resort your Chart of Accounts lists.

 

Here's how:

 

  1. At the top menu, select Lists.
  2. Click Chart of Accounts.
  3. Highlight the account you want to move.
  4. Using the left mouse button, press and hold the account and drag it to the desired place. 

 

Once done, let's create a dummy budget and then re-run the report (don't save the dummy budget). From there, look for the missing accounts. 

 

If you experience the same thing, I suggest contacting our technical support team. This way, they can further investigate what causes the odd behavior of the software. They will also generate steps to fix it for you.

 

For your future reference you may see this link: QuickBooks Desktop for Mac user's guide 2020. This consists of chapters under banking, account's lists, tracking income and expense, etc. that you can read through. 

 

Please keep me posted on how it goes. I'll be more than happy to help if you ever need one. Take care always. 

Highlighted
Level 4

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

Thank you for your response...  I was so frustrated yesterday that I didn't even notice that this was regarding using MAC... We use Enterprise, hosted.

 

Unfortunately, so far, I have done everything requested, including TRY to get a hold of "help".  The person I spoke to yesterday really didn't know... and today, the chat has not been opening.  

 

How do I really get a hold of someone for help in this matter? 

 

Thanks.

Highlighted
Moderator

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

Thanks for updating us about this, @RhondaL,

 

Normally, all expense and income accounts in the Chart of Accounts will reflect in the Budget Reports. The data, however, depends on how you set up the budget.

 

To ensure the information is accurate when doing a comparison in the Budget vs. Actuals report, I have a couple of things you can try.

 

First, make sure the correct Fiscal Year is used for reporting. To check if it matches your company settings, follow the steps below:

 

  1. From the Company menu, select My Company.
  2. Click the Pencil icon and choose Report Information.
  3. Go to the First month in your fiscal year field to see if the correct month is selected. Update if necessary.
  4. Hit OK to save the changes.

Next, if the information is correct and there are still missing data, double-check if these income and expense accounts has budgeted amounts entered. Fill in any empty fields.

 

If you did all these and still haven't got any positive outcome, you can recreate the budget for the same Fiscal Year. Then, launch a new Budget vs. Actual report to compare if it does the same thing. Follow the steps in this article to set up a new one: Create a budget or forecast in QuickBooks Desktop

 

Delete the old budget report using these steps:

  1. Go to the Company menu, choose Planning & Budgeting, and then click Set Up Budgets.
  2. Click the Budget drop-down list and choose the budget that you want to delete.
  3. Additionally, you can specify the Class or Customer:Job if necessary.
  4. Go to the Edit menu found at the top toolbar, and click Delete Budget.
  5. Press Yes to confirm the action.

However, if you've done all these, I highly recommend reaching out to our Support Team again. I know you already talked to them, but they are the ones who can check your company file and see what's causing this odd behavior. You can also request them to do a screen sharing session if you want to show them the affected reports.

 

To contact us successfully, follow the steps below and make sure to use any private or incognito browser:

 

  1. Go to this link: https://help.quickbooks.intuit.com/en_US/contact
  2. Select QuickBooks Desktop then Continue as guest.
  3. Choose Enterprise then tap the Search for something else button.
  4. Type the word "Budget" in the Tell us more about your question: box, then hit Search.
  5. Scroll down a little bit to get your contact options.
  6. If you opted to use the Message Us option, ensure your pop-up blockers is disabled to launch the chat box.

Let me know how you get on after the steps. I'll be right here if you need anything else. Have a nice day!

Highlighted
Level 4

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

Thank you.

 

I've done all of that.

 

Including a verify and rebuild.

 

Delete and start over the budget.

 

It's becoming ridiculously irritating.

 

And....   

 

just frustration when the Finance Director is asking for a report that is faulty.

 

ANYONE have suggestions....  

 

Thank you

 

 

Highlighted
Level 4

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

used the phone service - keep getting disconnected.  this is getting beyond ridiculous.  looking for real help, not the same ol'

 

Highlighted
Level 1

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

Unfortunately, after many hours on the phone with Support, they were unable to resolve my issue. They would give me a case number and say they would call back after researching the problem, but they never called back. 

I don’t think there is a way to do what we’re trying to do. The workaround I came up with was to run a “Profit and Loss Budget vs Actuals” report for the whole fiscal year. Click Show Actuals. Columns = Account; Rows = Class. Display all rows and columns. Then I export this to Excel and format in a more user-friendly view. 

Need to get in touch?

Contact us