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GG in San DIego
Level 1

Budget reports

How do i create a report comparing this year's budget with last year's budget in quickbooks online?

1 Comment 1
Mark_R
QuickBooks Team

Budget reports

It's good to see you here in the Community, @GG in San DIego.

 

The option to compare last year's and this year's budget within QuickBooks Online (QBO) is currently unavailable. You'll want to run each year's budget and export it to Excel. Then, compare it from there. Here's how:

 

  1. Sign in to your QBO account.
  2. Click Reports from the left menu.
  3. Search for the Budget Overview report.
  4. In the Report period drop-down, select This Calendar Year. Then, click Run report.
  5. Click the Export icon, then select Export to Excel.
  6. Once done, change the reporting period to Last Calendar Year and click Run report.
  7. Then, export the report again.

 

After exporting them to Excel, you can compare both reports from there.

 

You might want to learn how to set budget targets for each class. This article will guide you through the steps: Set budget targets for each class.

 

Please know that I'm just a reply away if you need any further assistance running reports in QBO. Wishing you continued success, @GG in San DIego.

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