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Level 3

How can I create a budget vs actual report with current month, year-to-date, and yearly budget?

I saw the answer where I need to export to excel, yet when I try to move the year-to-date etc. around in excel, they are just formulas and the totals disappear.  How do I go about creating this?
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Best answer 01-10-2019

Accepted Solutions
Moderator

Re: How can I create a budget vs actual report with current month, year-to-date, and yearly budget?

Thank you for these details, @JK Bookkeeping.

 

Currently, QuickBooks Online (QBO) doesn't have an option to customize a statement which details your budget and actual amounts that same way as you've described. But you can pull up your Sales by Client Detail and Sales by Client Summary reports, then export them to MS Excel. From there, you can merge their data the way you want it to be presented.

 

Here's how to customize a report:

  1. Go to Reports.
  2. Under Sales and Customers, locate the reports mentioned above one at a time.
  3. Click Customize.
  4. Change the report period.
  5. Select Run report.

Also, saving this customized report will allow you to pull it up easily in the future. To save it, just click on the Save customization button. Then, you can locate it on the Custom Reports tab when needed.

 

You can also read this article to learn more about customizing a report: How to Customize Reports?

 

It'll be our pleasure to assist you if you have other concerns. Have a great day!

View solution in original post

9 Comments
Moderator

Re: How can I create a budget vs actual report with current month, year-to-date, and yearly budget?

Hi, Anna123.

 

You can use another browser and try exporting again the budget vs. actual report. If it's still not working, you can enable excel macros.

 

Here's how to do it:

  1. Click the File tab.
  2. Click Options.
  3. Click Trust Center, then click Trust Center Settings.
  4. In the Trust Center tab, click Macro Settings.
  5. Make the selections that you want.
  6. Click OK.

Let me know if you need more help.

Level 3

Re: How can I create a budget vs actual report with current month, year-to-date, and yearly budget?

Thank you.  I don't have a problem exporting them.  (Maybe there is now a way to do it within QBO?)

I guess my real question is:   How do I create neat and tidy statement for my client that will show the current month budget vs actual in the fist columns to the left, Year-to-date in the second columns in the middle, and a reminder of the yearly budget in the last column on the right.  

Moderator

Re: How can I create a budget vs actual report with current month, year-to-date, and yearly budget?

Thank you for these details, @JK Bookkeeping.

 

Currently, QuickBooks Online (QBO) doesn't have an option to customize a statement which details your budget and actual amounts that same way as you've described. But you can pull up your Sales by Client Detail and Sales by Client Summary reports, then export them to MS Excel. From there, you can merge their data the way you want it to be presented.

 

Here's how to customize a report:

  1. Go to Reports.
  2. Under Sales and Customers, locate the reports mentioned above one at a time.
  3. Click Customize.
  4. Change the report period.
  5. Select Run report.

Also, saving this customized report will allow you to pull it up easily in the future. To save it, just click on the Save customization button. Then, you can locate it on the Custom Reports tab when needed.

 

You can also read this article to learn more about customizing a report: How to Customize Reports?

 

It'll be our pleasure to assist you if you have other concerns. Have a great day!

View solution in original post

Anonymous
Not applicable

Re: How can I create a budget vs actual report with current month, year-to-date, and yearly budget?

Hi,

Can anyone tell me how to do this same thing, but in desktop Mac? I used to have a report with month, monthly budget, year-to-date and relative budget performance....don't know how to make it in Mac..... :(

QuickBooks Team

Re: How can I create a budget vs actual report with current month, year-to-date, and yearly budget?

Thanks for joining this thread, GCC.

 

I want to make sure your concern about budget report get's taken care of.

 

At the moment, QuickBooks Desktop for Mac doesn't have an available report that shows monthly budget, year-to-date and relative performance.

 

I'd appreciate if you'd let our product developers know this idea through the feedback feature. I have also submitted a product enhancement request to hopefully have this report in the future.

 

Here's how:

  1. Choose the Help menu.
  2. Click Send Feedback Online.
  3. Select Product Suggestion.
  4. Enter your feature request.
  5. Click Send Feedback.

You might find this article helpful to learn more about creating reports for your budget (Please proceed to page 200): https://qblittlesquare.com/wp-content/uploads/2018/09/QuickBooks-for-Mac-2019-1809.pdf

 

For your QuickBooks Desktop Mac inquiries, you can visit this link: https://qblittlesquare.com/

 

Let me know if there's anything else that I can help you with. I'm just a post away. Have great day.

Level 1

Budget vs Actual Report

I use 2019 Desktop and it looks like Budget vs Actual Report no longer shows budget amount when running a monthly report. YTD report shows ytd budget amount in budget column but monthly report shows zeroes in budget column. How do I show the YTD budget when running a monthly report like I have all these many years. Has this now changed?

QuickBooks Team

Re: Budget vs Actual Report

Hi there, KaroSue.

 

We can run some tools to see if the zero amounts are due to damaged data.

 

You can run the Verify utility to check for damaged data. If the QuickBooks detects one, you can the Verify utility to fix it. But first, please be sure to back up your file to avoid data loss.

  1. From the File menu, select Utilities.
  2. Choose Verify Data.
  3. If QuickBooks finds an error, you'll be prompted to run the Rebuild utility. You'll also be prompted to back up your file before running the tool.

For more information, you can check out this article: Verify and Rebuild Data in QuickBooks Desktop.

 

Please let me know you what you'll find out. Thanks in advance.

Level 1

Re: Budget vs Actual Report

Thank you for responding. I had already ran what you suggested but ran the verify data utility process again and my data is not corrupted. Any other suggestions I might try??

 

QuickBooks Team

Re: Budget vs Actual Report

I have another suggestion before we can conclude this isn't a file issue, KaroSue.

 

There are instances the verify/rebuild tool is unable to find the damaged data/component. Aside from using it, let's restore a recent backup copy of your company data.

 

To restore the backup data:

  1. Click the File menu, then go to Open or Restore Company.
  2. Select a backup copy, then click Next.
  3. Select Local backup, then click Next.
  4. Look for the backup file, click Open, then click Next.
  5. Click the Save in drop-down arrow, then select a location where you want to save the copy.
  6. Click Save.

Once done, pull up the Budget vs Actual Report, and check if it's showing the correct figures.

 

If you're still experiencing the same thing, I'd suggest reaching out to our technical support so an agent can take a better look at this. Here's how:

  1. Click Help, then select QuickBooks Desktop Help.
  2. In the Have a Question window?, click Contact us.
  3. Enter a brief description of your concern, then click Continue.
  4. Choose either Message an agent or Talk to a Specialist

Feel free to drop by in the Community if you need something else. Have a good one! 

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