is it possible to create a multi-year budget

Thank you very much. That's what I thought. I am a bit cautious about adding apps but this may be the moment I dip my toe in the water.

Hi there, newyorktutor!

I'm happy to know that my colleague answered your question about creating a multi-year budget in QuickBooks Online. Please keep us posted if there's anything you want to add. Take care and have a good one!

I have the same need and would love to know how you resolve it.  I started looking at apps, but I'm in the middle of audit prep so I have to pus it off a few weeks.

If you find an app that works, I'd love to hear about it.

Hello there,

Efficient use of QuickBooks is our priority. Streamline the process by finding apps within QuickBooks Online (QBO) and reading app reviews and prices to decide the best option. Let me guide you through the process:

1. From the Left menu, click on Apps.
2. Go to the Find apps tab.
3. Explore different apps by typing a keyword or selecting Browse Category ▼.

Once done, click on Get App Now to begin the signing process.

Businesses often use budgets to plan finances. Keep this reference for your budget tasks: Create budgets in QuickBooks Online.

We're always here to help if you need further assistance tracking your financial standing in QBO. Have a successful business venture!

We have the same issue.  We get grants that are tracked at the grant level and are multi-year.  FY tracking is of no use to us.

Hello, GCFI.

I understand you want to generate and track the grant level and create a multi-year budget. However, this is not available in QuickBooks Online. You can follow my colleague LeizylM's workaround above on how to track grant levels and create a multi-year budget.

When it comes to creating a multi-year budget in QuickBooks, utilizing a third-party app can be an effective solution. These apps can integrate with QuickBooks to provide additional features and functionality for budgeting. One of the advantages of using a third-party app is that it can simplify the process of creating a budget by automating tasks such as data entry and calculation. This can save you time and reduce the risk of errors. 
 

Another benefit of using a third-party app for multi-year budgeting is that it can provide more advanced features than QuickBooks alone. For example, some apps offer forecasting and scenario planning to help you make more informed decisions about your budget. Additionally, some apps provide customizable reporting and analysis tools to help you track your progress and identify areas for improvement. 
 

To find the right app for your business needs, browse the QuickBooks App Store, which lists all the available apps, features, user ratings, and pricing information. You can also filter the search results based on your specific requirements. 

When managing them, you can refer to this article to set this according to your preference. You can edit, delete, or run budget reports to keep track of your budget goals: Create budgets in QuickBooks Online.

On the other hand, you can assign classes to it to represent meaningful segments in your company: Set budget targets for each class in QuickBooks Online.

Please remember that our forum page and this thread are open for any further queries or concerns. Have a great day, and take care!

This is not helpful at all. I (like thousands of your customers) am a nonprofit that has several grants over multi-year periods that I need to track budgets, expenses and revenues for down to the penny. You guys market to nonprofits and grant-tracking - why do you not provide it?

I can see how beneficial it is to keep track of your overall business' budgets, expenses, and revenues, nonprofit22. 

As mentioned by my colleagues above, the ability to track grant levels and create a multi-year budget in QuickBooks Online is currently unavailable. You may take into account utilizing a third-party application to keep you going in managing your budgets.

For now, I'd suggest sending a request to our product developers. This way, they may consider your suggestion and add it to our future product updates.

Here's how to submit feedback:

1. Go to the Help menu and select Send Feedback Online.
2. Click on Product Suggestion and enter your feedback or suggestions.
3. Once done, tap Send feedback.

You can also visit our QuickBooks Online Blog to be updated on our latest features and updates.

Moreover, I'm also sharing this article to help you review your business finances: Run reports in QuickBooks Online.

I'll be on this thread anytime you need additional assistance tracking your financial standing in QuickBooks. Stay safe.