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Level 1

Add Budget Full Year to Budget vs Actual Report

Every month I create a budget vs actual report with Actuals (This Year to Last Month) and Budget (This Year to Last Month). Is there a way to add a column for Budget (This Year)?

1 Comment
QuickBooks Team

Add Budget Full Year to Budget vs Actual Report

Hi Steve!


We're unable to do this because the data for the This Year to Last Month is only a portion of the This Year data. The complete This Year amount will only show up when you select that date range. As a workaround, you can create an individual report. Then, export each to Excel and combine the data into one sheet.


If you have other questions, please don't hesitate to go back to this thread.

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