Looking for a budget vs actual report with current month and ytd for the current fiscal year. Can't seem to find this even through customization.

Absolutely! I'm here to help you generate budget versus actual reports in QuickBooks Online (QBO), Imdylla8. This way, we can examine both reports effectively.

Running both reports simultaneously is not possible. As we are limited to selecting only one period at a time, you will need to generate each report for the respective periods separately. However, you can consolidate or merge the data by exporting both reports to Excel, where you can then tailor the information as needed.

Here's how:

1. Log into your QBO account and navigate to Reports.
2. Next, choose Budget vs. Actuals.
3. On the Reports period, select the specified Month.
4. Then Run the report.
5. Finally, click Export to Excel.

And for the Year-to-date:

1. Next, choose Budget vs. Actuals.
2. On the Reports period, select the specified Year-to-date.
3. Then Run the report.
4. Finally, click Export to Excel.

To find out more about downloading reports, take a look at this article: Export reports, lists, and other data from QuickBooks Online.

Refer to this article for the detailed steps for memorizing and saving its current customization settings: Memorize reports in QuickBooks Online.

Please update me on how everything turned out and feel free to reach out if you have any additional questions about running reports or any other QuickBooks issues. This conversation is always available for you.

This was available in Desktop.  No reason it cannot be created here.  It seems like to move to Online was a bait and switch.  Not a happy customer.

We migrated from QB Desktop Pro at end of December to QB Online and I was able to generate a Budget vs Actual that showed Previous Month and TYD budget totals. The base report in QB Desktop Por was Profit & Loss Budget Performance. For as much emphasis that you are putting on us to migrate and the cost to migrate to ONLINE I am very disappointed that this report is no longer available. I should think most business would prefer this over the report you offer that makes you see every month and then the ytd total and if you try to print it out, the report is crazy OR as was suggested in this thread that you print out 2 separate reports. 

Please tell us that you are working on it!

Thanks