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How to set up budget report

how to setup a budget

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Best answer 12-10-2018

Accepted Solutions
Community Contributor **

Good day, shickboro. Budgets in QuickBooks are automatica...

Good day, shickboro.

Budgets in QuickBooks are automatically created out of the fiscal year setup of your company file. You can create several types of budgets. You can create a new budget by following these steps:

  1. Go to Company at the top.
  2. Select Planning & Budgeting.
  3. Click Set up Budgets, then go through the wizard.

Here's an article that should help you: Create and use budgets

Feel free to let me know if there's anything else you need. Thank you.

3 Comments
Community Contributor **

Good day, shickboro. Budgets in QuickBooks are automatica...

Good day, shickboro.

Budgets in QuickBooks are automatically created out of the fiscal year setup of your company file. You can create several types of budgets. You can create a new budget by following these steps:

  1. Go to Company at the top.
  2. Select Planning & Budgeting.
  3. Click Set up Budgets, then go through the wizard.

Here's an article that should help you: Create and use budgets

Feel free to let me know if there's anything else you need. Thank you.

Not applicable

Re: Good day, shickboro. Budgets in QuickBooks are automatica...

Quickbooks Budgeting is not currently working.  How are we supposed to work around this issue in our company? Not create budgets?

QuickBooks Team

Re: Good day, shickboro. Budgets in QuickBooks are automatica...

Hi there, flaniganrobert.

 

I've seen a couple of similar cases about customers getting a spinning circle or errors when creating budgets in QuickBooks Online. Our Engineering Team are already working to determine the cause of the issue. 

 

Please contact our phone support team for us to add you to the notification list. You will receive an email immediately after the issue is resolved. Here's how:

 

  1. Click the Help menu in the upper-right hand corner, then click Contact Us.
  2. Provide a short description of you concern to make sure you're routed to the right support, and click Continue.
  3. Either select the option to call us or ask for a callback.

Visit us again in the Community if you need have other questions.

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