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secondchancethri
Level 1

Why doesn't my Budget vs. Actual P&L YTD doesn't show budgets for expense accounts?

 
7 Comments 7
David-212915
QuickBooks Team

Why doesn't my Budget vs. Actual P&L YTD doesn't show budgets for expense accounts?

Thanks for joining the Community, @secondchancethri. I'm here to help with the Budget vs. Actuals report. 

 

Just to clarify, is your report not showing budgeted amounts in expense accounts when filtered for a date range of YTD? If so, do the amounts appear when filtered for the entire year? This information will help to ensure that I provide you with the best resolution. 

 

I'll keep an eye out for your response and be waiting on stand by. Cheering you to continued success.

secondchancethri
Level 1

Why doesn't my Budget vs. Actual P&L YTD doesn't show budgets for expense accounts?

Thanks so much David. When I run a budget report by month (for our current FY), all details, all expenses, everything shows. But when I run a FY to date, all actuals show, but only the budget for Sales. I'm using QuickBooks Online.
Thanks
Mark
secondchancethri
Level 1

Why doesn't my Budget vs. Actual P&L YTD doesn't show budgets for expense accounts?

Thanks so much David. When I run a budget report by month (for our current FY), all details, all expenses, everything shows. But when I run a FY to date, all actuals show, but only the budget for Sales. I'm using QuickBooks Online.
Thanks
Mark
David-212915
QuickBooks Team

Why doesn't my Budget vs. Actual P&L YTD doesn't show budgets for expense accounts?

You're very welcome, @secondchancethri.

 

Thanks for providing the clarification about how the budgeted amounts aren't appearing when filtered for YTD, but will show if ran for the month. 

Generally, a number will show in the BUDGET column regardless of the date filter if an amount was entered into the budget, even zero. While it is possible for an amount to appear in the ACTUAL column and the BUDGET column be blank, this is caused by having a transaction using that account, while nothing was budgeted. I've included a screenshot to serve as an example of this:

 

 

One step that I'd suggest trying is to customize the report to include the option for Only accounts with budgeted amounts and see how your budget looks. Here's how you can apply this filter:

 

  1. Select the Gear icon.
  2. Click Budgeting.
  3. Select the drop-down arrow under the ACTION column and choose Run Budget vs. Actuals report.
  4. Click Customize.
  5. Select the upside down triangle next to Row/Columns.
  6. Place a check-mark in the box next to Only accounts with budgeted amounts.
  7. Click Run report.

 

The following is a brief video to serve as a visual reference:

 

 

This will help to narrow down the cause of the behavior.

 

It's my priority that this is taken care of for you, so please feel free to post an update of how applying this option goes. Have a good day.

secondchancethri
Level 1

Why doesn't my Budget vs. Actual P&L YTD doesn't show budgets for expense accounts?

David,

When I changed to Actual vs. Total and then changed the date range to my FY to date, all the budgets came in. Thanks so much for your help.

Mark

wavehouseswim
Level 1

Why doesn't my Budget vs. Actual P&L YTD doesn't show budgets for expense accounts?

I have a similar question, where when I run a budget vs actual report for "fiscal year to date", the budget column is empty, but all of my "actual" information is accurate.   However, if I change the dates as suggested above to run for the whole fiscal year, the entire report is reduced to one line for net income and still no budget information appears. 

 

RCV
QuickBooks Team
QuickBooks Team

Why doesn't my Budget vs. Actual P&L YTD doesn't show budgets for expense accounts?

You and I share a common goal. I want to make sure you can run the report with the budget amount, wavehouseswim.

 

Aside from changing the date to fiscal period, let's customize the report to Only accounts with budgeted amounts option. This helps us to see budgeted amounts link to an account when creating the transaction.

 

Here's how:

 

  1. In the Budget vs. Actuals report, click the Customize button.
  2. Click Row/Columns.
  3. Place a check-mark in the box next to Only accounts with budgeted amounts.
  4. Hit Run report.

budget01.PNGbudget 02.PNG

 

You can also set the Show non-zero or active only field to All in the Customize report page. You can also toggle the Show Grid field to Accounts vs. Months, Amounts vs. Qtrs, and Accounts vs. Total.

 

show1.PNG

 

 

If the same thing happens, you can try accessing QuickBooks Online (QBO) using a private or incognito window. This helps us to see if this is a browser issue or not. Then, try running the report again.

 

To learn more about managing budgets, you can check out this article: Create, edit, and manage budgets.

 

If it works, go back to your original browser and clear the browser's cache to delete the temporary Internet files. You can also use other supported, up-to-date browser.

 

For more details about troubleshooting browser issues, you can check out this article: Troubleshooting browser problems.

 

If the same thing happens, I'd suggest contacting out to our Customer Support Team. They'll investigate what's causing this issue.

 

Here's how to reach them :

 

  1. Click Help on the top menu.
  2. Choose Contact us.
  3. Enter attachment is not uploading completely in the What can we help you with? field.
  4. Hit Let's talk.
  5. Select Chat or Get a callback to connect with us.

QBO Support.PNG

Feel free to go back to this thread if you need anything else with running reports in QBO. I'm always here to help.

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