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I need my budget vs actual report to record the current one vs year to date totals. It currently gives you budget vs actual for the current month only.. help

 
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QuickBooks Team

Re: I need my budget vs actual report to record the current one vs year to date totals. It curren...

Good day, @jan9.

 

I'm glad to have you here in the Community. I can help you run and customize the Budget vs Actual report.

  1. Click Reports.
  2. On the search field, enter Budget vs Actual.
  3. Go to the Report period field and customize the date.
  4. Click Run report to refresh the information.

To know more about customizing report, please check this article: How to customize QBO reports.

 

That should help you get the right report, jan9.

 

Keep me posted if you have additional questions about reports. I'm still here to help you further. Wishing you and your business continued success!

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