Budget vs Actual - Real Time Updates for Actuals in Budget

To be clear:  It appears you can get current actuals by running clicking the "Run Budget vs Actuals Report" option to the left of the Budget name. HOWEVER, I would like to see that same REAL TIME ACTUAL data appear in the Budget View/Edit Screen itself each time I open/view/edit the Budget for update.

I appreciate the detailed information, J220284. Allow me to help you show the desired information in your Budget report in QuickBooks Online (QBO).

The "Actuals" feature gives you an overview to help you compare your actual income and expenses based on the current date with your budget.

For you to view the actual data report, kindly follow these steps:

1. Go to the Budget menu and choose the report that you want to pull up.
2. Make sure to select the Balance as of today in the Reference Data dropdown.
3. Ensure to switch "ON" the Compare reference data to have a precise data for comparison of the actual day or real-time.

After that, you can run the Budget vs Actuals report to get updated Actuals data. For more details, you may open this article: Create budgets in QuickBooks Online.

I've added some articles in case you need some tips on how to personalize reports and save their current customization settings:

• Memorize reports in QuickBooks Online
• Customize reports in QuickBooks Online

Don't hesitate to post if you need more assistance with Budget vs Actual reports. I'm always here to help.