New Budget in 2021 QB for Mac

Thanks for becoming part of the Community, irlc.
 

Budgets can be set up for an account, or a Customer: Job or class within an account. You'll have to enter your amounts for either income, expense, or balance sheet accounts.
 

Here's how:

1. In the top menu bar, go to Company, then Set Up Budget.
2. On your Creating a Budget screen, click Next.
3. Choose the appropriate fiscal year.
4. Specify an account for your budget.
5. Enter whether you'd like to separate your budget by Customer: Job or Class.
6. Select how you'd like to add budget numbers. If you start from scratch, select Done, enter your information in the spreadsheet cells, and hit Save when finished. In the event you'd rather use your previous year's data, click Next, then Done.

Once you've created a budget, you can always access it and make changes if necessary.
 

If there's any additional questions, I'm just a post away. Have a lovely day!

Thank you Zac, I'm still struggling, I'm not seeing how to delete a line I no longer need this year and how to add a line for a new account.  I tried to start a budget from scratch as well and I don't see how you add anything, it is all blank, where do I type to start to enter information, it is all just blank with no option to type in.  Thank you!  I know I must be just missing something simple.

You're unable to delete a line when creating a budget, irlc.

Just leave the line blank since you won't use it this year. Also, you can manually the amount by typing directly into a cell if you need to add the amount.

You can also right-click to see additional menus that allow you to copy data across the row. Or adjust values by specific percentages and amounts. I'm adding the screenshots below for your visual guide.

If you want us to guide you through the steps, I recommend contacting our Live Support Team. They can do screen sharing with you and help you create budgets.

I'm also adding this link that will help you manage your company file: QuickBooks for Mac. It provides articles to each category for your business needs.

Let me know if you need anything else about creating budgets. I'm always right here to provide the information that you need.