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mcumcnc
Level 1

Additional Columns for P&L Budget vs Actual Report

Hi All:


Is it possible to include the annual budget amount for the budget column (vs the period budget amount) in the P&L Budget vs Actual Report?  In addition, is there a "bolt on" or custom report generator that would permit the addition of a "Last Year YTD" column to the report?

 

In my role as Treasurer of my local church, I have been requested to provide the following info for each reporting period (Period Income/Expense, YTD Amount, Last Year YTD Amount, 2020 Budget and % of Budget) and wondered if this could be done without exporting to Excel and supplementing the data accordingly.

 

Many Thanks in Advance!!!

Solved
Best answer January 08, 2021

Best Answers
ChristieAnn
QuickBooks Team

Additional Columns for P&L Budget vs Actual Report

Hi there, mcumcnc.

 

Currently, there's no option to add the budget column for the annual vs period budget amount in the P&L Budget vs Actual Report. You can only add the column to show the actuals like $ difference and % of the budget. Meanwhile, the workaround is to export the report to Excel. Then, customize this to combine or add the columns for annual and current period budgets.

 

Here's how:

 

  1. From QuickBooks Desktop, go to the Reports menu and go to the P&L Budget vs Actual Report.
  2. Select the Excel on the toolbar. You can also select Print or Email to save the report as a PDF.
  3. To create a new Excel workbook, choose to Create New Worksheet. If you want to update an existing workbook with the data in the open report, select Update Existing Worksheet. Select Browse and then find the workbook on your computer. Keep in mind, this overwrites the existing workbook.
  4. When you’re ready to export, hit OK

 

For additional information, you can click this article: Export reports as Excel workbooks in QuickBooks Desktop.

 

On the other hand, you can customize the report inside QuickBooks Desktop to see different date range. This way, you're able to view Last Year YTD or current year. I attach a screenshot below for visual reference.

 

 

 

 

Please refer to this article to see how QuickBooks Desktop allows you to customize any report that you generate to personalize the font and style of the report: Customize reports in QuickBooks Desktop.

 

Let me know if you have any other questions about reports. I'm a few clicks away to help. Have a good day!

View solution in original post

4 Comments
ChristieAnn
QuickBooks Team

Additional Columns for P&L Budget vs Actual Report

Hi there, mcumcnc.

 

Currently, there's no option to add the budget column for the annual vs period budget amount in the P&L Budget vs Actual Report. You can only add the column to show the actuals like $ difference and % of the budget. Meanwhile, the workaround is to export the report to Excel. Then, customize this to combine or add the columns for annual and current period budgets.

 

Here's how:

 

  1. From QuickBooks Desktop, go to the Reports menu and go to the P&L Budget vs Actual Report.
  2. Select the Excel on the toolbar. You can also select Print or Email to save the report as a PDF.
  3. To create a new Excel workbook, choose to Create New Worksheet. If you want to update an existing workbook with the data in the open report, select Update Existing Worksheet. Select Browse and then find the workbook on your computer. Keep in mind, this overwrites the existing workbook.
  4. When you’re ready to export, hit OK

 

For additional information, you can click this article: Export reports as Excel workbooks in QuickBooks Desktop.

 

On the other hand, you can customize the report inside QuickBooks Desktop to see different date range. This way, you're able to view Last Year YTD or current year. I attach a screenshot below for visual reference.

 

 

 

 

Please refer to this article to see how QuickBooks Desktop allows you to customize any report that you generate to personalize the font and style of the report: Customize reports in QuickBooks Desktop.

 

Let me know if you have any other questions about reports. I'm a few clicks away to help. Have a good day!

View solution in original post

mcumcnc
Level 1

Additional Columns for P&L Budget vs Actual Report

Thanks Much ChristieAnn! 

 

I had been thinking this might be the closest solution but I appreciate the confirmation that this is the case.  It has saved me additional research and the potential costs of a version upgrade.

 

Have a great weekend!!!

ChristieAnn
QuickBooks Team

Additional Columns for P&L Budget vs Actual Report

Hi there, mcumcnc.

 

I'm glad I was able to provide the information you need. Please let me know if you still have questions. You're always welcome to post here in QuickBooks Community. Take care and have a good one.

 

 

GalinMcMahon
Level 3

Additional Columns for P&L Budget vs Actual Report

I've found that pretty much every report does not allow an entirely vital column to be used.  Trying to run a P&L by job...and you can not include the job in the report!  Absolutely unbelievable.  I used to use a free report builder and you could include anything you needed in any report you want.  Of course QB does allow us to choose whether or not we want a blank left margin on any report so I suppose that's just as good.

 

Pardon my sarcasm.  I'm only trying to run a $2m/ month business.  So here I go, line by line...

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