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E21J
Level 3

Budget

I have created a budget for next year which I selected to be the same as the current year.

 

However, it is not!

 

Can anyone give me any reasons as to why?

 

Many thanks.

1 Comment
JanyRoseB
QuickBooks Team

Budget

Hi there, E21J.

 

Thanks for letting me know. Let me to help get this sorted out so you're able to create a budget for next year successfully. 

 

I've replicated this on my QuickBooks Desktop sample file, and I was able to create a budget for next year with the budget transaction from previous year's actual data. Let's rebuild and verify the data in your QuickBooks Desktop to remove the empty or damaged information from the file. 

 

Here's how to rebuild the data: 

  1. At the top menu bar, click File.
  2. Select Utilities, and choose Rebuild Data.
  3. Click OK if you receive a prompt to backup your company file. Your computer may display the message QuickBooks is not responding. However, as long as you can see your mouse cursor to move, Rebuild is still ongoing. Wait for it to complete.
  4. Click OK when you get the message Rebuild has completed and process the next troubleshooting steps. 

To verify the data in QuickBooks, you can follow the steps in this article: Verify and Rebuild Data in QuickBooks Desktop

 

For additional reference, you can check this article on how to create a budget or forecast in QuickBooks Desktop.

 

Please let me know by clicking the Reply button below. I'll be around to help if you have additional questions about creating budget. Have a good one. 

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