Hi, I want a budget vs actual report for specific months and it should include a column for the whole year's budget. Any idea how to customize like that? Thanks!

I have the exact same question. Looking forward to the reply.

WHat I have been doing is making a budget vs actual for the whole year by month and exporting it to excel and deleting the unnecessary columns. but that is time consuming.

Hello everyone.

I can see that including a column for the whole year's budget in the Budget vs. Actual report is essential to your business as it helps review your finances seamlessly. However, this option is currently unavailable in QuickBooks Online.

As a workaround, you can continue running the report for the whole year, filter it by month, and export it to Excel to delete the unnecessary columns.

On the other hand, I would recommend sending feedback directly to our product engineers to include this option when customizing the report. They'll be able to take your ideas and incorporate them in future product updates, ensuring they meet different business needs.

Here's how:

1. Head to the Gear icon.
2. Select Feedback.
3. Share your product improvement ideas.
4. Click Next to submit.

You might also visit this website to keep track of your suggestions: Customer Feedback for QuickBooks Online.

Moreover, you can memorize your report to save its current customization settings, which you can also email in a recurring schedule if necessary.

Inform us immediately in the Community if you have additional questions when modifying a report or other related concerns in QuickBooks Online. We're here to help.