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Level 1

On the Budget vs Actual report, can I show only the current month & YTD, rather than every month & YTD? Or can this be developed? We had it in QB Desktop.

 
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QuickBooks Team

On the Budget vs Actual report, can I show only the current month & YTD, rather than every month & YTD? Or can this be developed? We had it in QB Desktop.

Welcome to Community, layna-e-diehl.

 

You can filter the report period and manually enter the from and to date to view the current month. Let me guide you how.

  1. Go to Reports and then Budget vs. Actuals.
  2. In the Report period, choose Custom.
  3. Edit the dates to include the current month.
  4. Click Run report.

Once you're done, you can either export your report to Excel or print it. Please refer to this article for details about customizing reports.

 

I've added this article about exporting reports for your reference.

 

If you have other questions about reports, please let me know. I'm always here to help. Have a good one.

Highlighted
Level 2

On the Budget vs Actual report, can I show only the current month & YTD, rather than every month & YTD? Or can this be developed? We had it in QB Desktop.

I believe the question is can the Budget vs actual report show the current month compared to budget along side the YTD compared to budget. If I misunderstood Im sorry, but that is what I am trying to do and the question sounds the same. The columns would be FebActual/Feb Budget/Feb Variance/YTD actual/YTD Budget/YTD Variance. Can this be run?

 

It report would be a Profit and Loss YTD Comparison compared to budget

Highlighted
Level 2

On the Budget vs Actual report, can I show only the current month & YTD, rather than every month & YTD? Or can this be developed? We had it in QB Desktop.

 
Highlighted
Level 2

On the Budget vs Actual report, can I show only the current month & YTD, rather than every month & YTD? Or can this be developed? We had it in QB Desktop.

(not sure why my comment isn't staying posted)

 

Can a Profit and Loss YTD Comparison by Budget be created? The columns would be 

Feb actual/Feb Budget/Variance/YTD actual/YTD Budget/Variance/Annual Budget-this could be filtered by class or be for all classes

Highlighted
Moderator

On the Budget vs Actual report, can I show only the current month & YTD, rather than every month & YTD? Or can this be developed? We had it in QB Desktop.

Hey there, @swilliam15.

 

Thanks for reaching out. At the moment, QuickBooks Online doesn't support the option to run a comparison of YTD on the Budget vs. Actuals Report. For now, you'll need to run the report and compare it to the Budget Overview report for the year.

 

If you'd like to find out more about budgets in QuickBooks Online, I recommend checking out: Create, edit, and manage budgets

 

Hit Reply below if you have any other questions for me, I'll be here for you. Have a great day!

Highlighted
Level 2

On the Budget vs Actual report, can I show only the current month & YTD, rather than every month & YTD? Or can this be developed? We had it in QB Desktop.

Do you plan on adding this feature of reporting? all the fields and data are there in order for that to happen. This is a monthly report I run for all our departments and would be very helpful. Does Quickbooks Enterprise Online have this report available?

Highlighted
Moderator

On the Budget vs Actual report, can I show only the current month & YTD, rather than every month & YTD? Or can this be developed? We had it in QB Desktop.

I've read the whole thread, swilliam15.

 

The Budget feature in both Online and Desktop versions of QuickBooks are the same. It depends on how you create the budget and subdivide it by class, customer, or location.

 

You might want to export the Budget vs. Actuals report to an Excel file. Then, hide the information you want to exclude. I'll guide you how.

 

  1. Go to Reports.
  2. Type in Budget vs. Actuals in the search field and click on it to open.
  3. Set the Report period fields and click on Run report.
  4. Click on the Export icon button and choose Export to Excel.

Let me share this link in case you want to customize reports in QuickBooks Online (QBO).

 

You can get back to this thread and leave a comment if you have further questions. We're here to help.

Highlighted
Level 2

On the Budget vs Actual report, can I show only the current month & YTD, rather than every month & YTD? Or can this be developed? We had it in QB Desktop.

The budget vs actual report will not report two different time periods (current month and YTD) It wont matter if I export that report into excel. The information I want isnt all in that report. 

Highlighted
Level 1

On the Budget vs Actual report, can I show only the current month & YTD, rather than every month & YTD? Or can this be developed? We had it in QB Desktop.

I'm looking for the same reporting.  I know I used to use with the desktop version.  This seems like a pretty common report and not sure why QBO wouldn't offer or be able to filter?  Are there any plans to add this report? Would really help.  Thank you.

Highlighted
QuickBooks Team

On the Budget vs Actual report, can I show only the current month & YTD, rather than every month & YTD? Or can this be developed? We had it in QB Desktop.

Thanks for following on this thread, @lmt818.


I can see that a lot of customers have the same need about being able to run the Budget vs Actual Report (current month and YTD). Your voice is important to us, and we take customer’s suggestion as an opportunity to guide us on which area of the product we need to improve on.


I’m sending feedback about adding the mentioned date range option on your behalf for consideration in a future update. To keep you in the loop about the latest features being rolled out, check them through here: QuickBooks Blog.


Aside from that, I’m adding an article that lists all reports available in the online version: Reports included in your QuickBooks Online subscription.


If there’s anything else I can help you with, leave a comment below. I’m more than happy to assist further. Enjoy the rest of the day.

Highlighted
Level 1

On the Budget vs Actual report, can I show only the current month & YTD, rather than every month & YTD? Or can this be developed? We had it in QB Desktop.

I do this every month for my organization.  I run the budget vs actual report and select "this fiscal year to last month" option for the dates.  I set "show columns" to month.  Then I export to excel, and hide all the columns related to the earlier months.  It is a bit of a pain, yes, but then I get the current month and YTD figures showing.  

Highlighted
Level 1

On the Budget vs Actual report, can I show only the current month & YTD, rather than every month & YTD? Or can this be developed? We had it in QB Desktop.

I'm also needing the same option for clients. For now, they are running the Budget vs Actual for the month and then YTD as two separate reports, which kills an extra tree each month (as they like them printed out). It would be great if this report could get added for QBO as it is in QBDT soon - very soon!

Highlighted
Level 1

On the Budget vs Actual report, can I show only the current month & YTD, rather than every month & YTD? Or can this be developed? We had it in QB Desktop.

I'd like the same report as well.  It's a nuisance to have to export to excel, then hide a bunch of columns, then pdf the documents vs simply being able to set the parameters and create a report that automatically runs every month.

 

Hopefully this is on the list for Quickbooks to add as a report format.

Highlighted
Level 1

On the Budget vs Actual report, can I show only the current month & YTD, rather than every month & YTD? Or can this be developed? We had it in QB Desktop.

This is such a basic need. QBO, please update your budget report options to include this! I just transitioned 2 clients from QBDT to QBO and didn't realized I'd lose this very important report.

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