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CivicMusicMKE
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.

Is the answer to this question still "export it to Excel"?  Really, that's the answer??!! How can you take simple reports from Desktop and not even include them in Online. How is that progress? 

ChristineJoieR
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.

I understand your frustration with having to pull up reports which are the same as QuickBooks Desktop @Civic. I can see the relevance of this feature and develop this function as soon as possible.

 

Please know that the feature limitation is due to the difference in functionality between the QuickBooks Desktop and QuickBooks Online, and the only way to make it possible is by sending feedback to our product developers. 

 

With that, we can send a recommendation to our product developer and discuss this further with them. This way, they'll see your proposal and consider adding it to the next software update.

 

Follow the steps below:

 

  1. Go to the Gear icon.
  2. Under the Profile column, press the Feedback button.
  3. Write your product suggestion, then click Next.

 

Our Product Development team receives your thoughtful comments (QBO) through the feature request tracking: QuickBooks Online Feature Requests website.

 

I'm also adding this article to discover what data you can move from QuickBooks Desktop to QuickBooks Online: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

 

Let me know if you need help with pull-up reports available in QuickBooks Online. I'll do my best to assist you.

roberta1
Level 3

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.

Run the report and click on Customize. On that screen select Accounts vs. Total under "Show Grid". That's how I was able to get the report to show a year snapshot. It looks something like what's attached. 

 

I agree, the on-line version is much more difficult to manage than the desktop version. I too get very frustrated when I can't do some of the things I used to do in the desktop version.

CivicMusicMKE
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 appreciate your reply, but our issue is that we create monthly reports for board meetings so they can view our finances through the full month prior to the meeting.  If I do what you suggest, it shows the full year, i.e. the year up to the date that you are creating the report.  I want it to show as of the month prior.  When I change those date ranges, the budget defaults to the budget as of that date as well.  For example, I want a BvA report for July. I must create that on some day in August, as I don't have all of the expenses known/entered on July 31 (interest income, payroll, etc.). I begin with the report you mentioned.  But it is as of the day in August that I am creating it. When I change the date range to July 1-31, each line of the budget changes to each budget total arbitrarily divided by 12.  That calculation is nothing that I entered, nor is it the slightest bit useful. I want to compare each month to a static total budget... like you can on Desktop. Is there a way to do that? 

Jeff Heybruck
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 currently only available in the Desktop version. For this and many other reasons, we do recommend QuickBooks Desktop for those looking to use their QuickBooks data for strategic financial planning - the reporting is just too limited in Online. If you're happy with Online, consider a tool like CDATA to extract the info out of Online into Excel and the build the report in Excel. We've done that with several clients. 

 

If you're looking to set up Budgeting in Desktop / switch from Online, we've put together a step by step article for Budgeting Setup in Desktop that could be useful for those in this thread

 https://lucrumconsulting.com/budgeting-in-quickbooks-101-create-a-budget-in-quickbooks/"

bobbiemer
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.

It has been OVER FOUR years that this report has been repeatedly requested and QBO STILL is not offering it.  

We are in the middle of migrating to QBO (still running parallels) and it is this type of thing that makes us believe that we should drop the migration and stay with desktop!!

 

 

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