Showing results for 
Search instead for 
Did you mean: 
Level 2

Budget Balance Sheet?

Anyone heard when this feature will be available?


11 Comments 11

Budget Balance Sheet?

Hello EdSanderson,


QuickBooks Online offers a lot of various reports. However, Budget Balance Sheet isn't included. I'm taking note of it and I'll personally send this suggestion to our product developers. 


For now, available reports are for budgeting are Budget Overview and Budget vs. Actual. 


If you need more help with QuickBooks, please let us know. Thanks! 

Level 2

Budget Balance Sheet?

We are using the present Budgeted PNL and Sales Budget by Class, to load and report on our budget, and find these features very useful.

Adding a Budgeted Balance Sheet input feature, is obviously much more challenging, but would be a HUGE help to any business preparing a budget, and is essential if ever you aspire to producing a Budgeted CASH FLOW - a really useful future requirement for most businesses.

Looking forward to an update on IF AND WHEN, otherwise I will continue top develop our EXCEL version.



Level 1

Budget Balance Sheet?

I am assuming from your reply that you cannot pull the budgeted balance sheet data (through QuickBooks Budgeting & Forecasting) into a Statement Writer report?  Or Excel?  Correct.  I've been trying to find someone who is struggling with Budgeted P&L and Budgeted Balance Sheet and Budgeted Cash Flow reports also.  Thanks for your help.


Level 1

Budget Balance Sheet?

A budget to achieve target account balances at year end would be helpful for non-profits that do a lot of fund accounting and track progress, not just on the P&L but also on the Balance Sheet. Thank you.

QuickBooks Team

Budget Balance Sheet?

I appreciate your suggestion, @rdavis7.

Currently, the ability to create a budgeted balance sheet is not available. What you can do for now is to generate the Budget overview or the Budget vs. Actual report. From here you can customize the report to specific target accounts.


Here's how:

  1. Go to the Reports menu.
  2. Choose Budget Overview or Budget vs. Actual report.
  3. Click the Customize button.
  4. From the Filter section, click the Account drop-down.
  5. Choose the target accounts you want to include in the report.
  6. Click Run report. a4.gif

Alternately, a budgeted balance sheet is available in the QuickBooks Desktop version.To learn more about how you can create a budgeted balance sheet in QuickBooks Desktop, you can read through this article: Create a budget or forecast in QuickBooks Desktop.


Feel free to drop your comments below if you have other questions. I'm always here to help.

Level 2

Budget Balance Sheet?

Can you please tell me the process to upload Capex budget in to QuickBooks online.

Level 4

Budget Balance Sheet?

To begin, go to Company > Planning & Budgeting > Set Up Budgets.

Step 1: Select Budget Year
Use the arrows to select the year for which you want to create this budget.

Step 2: Choose Budget Type
Choose the budget type. You can create a Profit and Loss budget or a Balance Sheet budget.
The Profit and Loss budget offers a more complete view of your yearly activity, whereas the Balance Sheet budget deals predominantly with your ending balances.


I hope this helps.




Sr. QuickBooks accounting Consultant


Level 1

Budget Balance Sheet?

What version of quickbooks is this on? I don't have that option when I go to Company.


Budget Balance Sheet?

Thanks for joining this conversation, @tammy-dalton.


You're referring to the information shared by AdrianG001, correct? If so, those steps are only available in QuickBooks Desktop (QBDT) Enterprise version.


Refer to this article for more information: Create a budget or forecast in QuickBooks Desktop.


On the other hand, if you're using QuickBooks Online (QBO), the option to pull up a Budget Balance Sheet is currently unavailable. Rest assured that I'll pass along your suggestion to our Product Developers. They're always looking for ideas from users on how to improve QBO.


In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.


Please leave a comment in this thread if you have any other concerns or questions. I'll be more than happy to assist. Take care and have a wonderful day!

Level 1

Budget Balance Sheet?

Anybody else have a good workaround to create a cash flow budget or projection with QuickBooks Online? Excel? google Sheets? I don't want to use some app I pay monthly for; I don't find value in that.


It's kind of shocking that QuickBooks Online hasn't done this yet.

Level 1

Budget Balance Sheet?

Why is creating a Budget for Balance Sheet account and Cash Flow still not an option? 

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up