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khill44107
Level 1

Can I add a column for Prior Year to an Actual vs Budget Stmt of Activity? I want to get actual, budget, PY on one report.

 
2 Comments 2
Kevin_C
Moderator

Can I add a column for Prior Year to an Actual vs Budget Stmt of Activity? I want to get actual, budget, PY on one report.

Hello there, @khill44107. Let me provide some information about combining data into a single report in QuickBooks Online (QBO).

 

While we don't have the option to combine the reports of the prior year's Budget vs. Actuals and the Budget Statementt of Activity, you'll want to export the reports and collate the data in Excel. Here's how you can create a customize report for the prior year:

 

 

  1. Click on the Reports menu.
  2. Search and choose Budget vs. Actuals.
  3. Set the date range for the month you want the data to pull up.
  4. Select Customize and click Run report.
  5. At the top of the report, click the Export icon and then choose Export to Excel.
  6. Save the file on your computer.
  7.  Open the report, then make sure to select Enable Editing so you can manipulate the data.

 

 

Once done exporting, you can now add this data to your Actual vs Budget Statement of Activity report.

 

For detailed information about exporting data, see this article: Export reports, lists, and other data from QuickBooks Online.

 

In addition, you can always customize the report based on the information that you need. I've attached here a guide that you can scan through for more details: Customize reports in QuickBooks Online.

 

I'll be glad to assist you again if you need more help in managing your budgets and reports. Just post the details below and I'll get back to you as soon as I can. Take care!

khill44107
Level 1

Can I add a column for Prior Year to an Actual vs Budget Stmt of Activity? I want to get actual, budget, PY on one report.

Thank you for this reply.  Of course I am already using Excel downloads to create the report I want.  I was just hoping that QB reporting was flexible enough so I could create my own custom report so I wouldn't have to spend extra time each month recreating in Excel.  I had to ask. :)

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