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mrenee5
Level 1

Annual budget instead of monthly

I am trying to set up the budget in the desktop version. I have only worked with the online version. Our budget is not set up month-by-month. We have annual numbers we use (small, non-profit). Is there a way to enter in an annual amount instead of amounts for each month? Also, how do you delete categories in the budget? We really only have 10 main categories with some subcategories. We don't use nearly what is on there when you try to set up a budget. In the online version I could do this quickly but can't seem to figure out the desktop version. 

2 Comments 2
Rasa-LilaM
QuickBooks Team

Annual budget instead of monthly

It’s great to see you in the Intuit Community.


Thank you for being part of the desktop family. The Budget feature is set to track the financial goals for each month and account.


Entering the full annual amount for your financial goals is unavailable at this time. For an overview about the functionality check out the Create a budget or forecast in QuickBooks Desktop article.


In regard to the categories, you can delete them by going to the Chart of Accounts or Item List page to perform the action. The following articles will walk you through the step by step process:

 

 

 

Reach out to me anytime if you have additional questions. I’m here to help and make sure you’re taken care of. Have a good one.

 

Anonymous
Not applicable

Annual budget instead of monthly

I believe you can just put the entire year's budget into January to solve the monthly issue, and it's then available any time you want to pull an actual against it.

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