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Level 1

Budget vs. actual report with details

I have my budget vs actual reports setup but I'd like to include the details with the same report. I want to do this so I can schedule email report to each department head so they know where they are with their budgets and have the expense related details. Is this possible? I'm using QuickBooks Online.

3 Comments
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Moderator

Budget vs. actual report with details

Thanks for visiting the Community, Advantagepro.

 

I'm here to help you set up an email schedule for the Budget vs. Actual report.

 

Yes, this is possible! To include the expense details, you can run the Budget vs. Actuals: FYXX P&L report. This will show your income and expenses compared to your budgeted amounts.

 

Here's how:

  1. Click Reports on the left pane.
  2. Enter and select Budget vs. Actuals in the search box.
  3. Set the date range at the top.
  4. Click the drop-down arrow under Budget, then choose FYXX P&L.
  5. Select Run report.

Click the Save customization button to memorize this report. Enter a Custom report name, and click Save.

 

Once done, set the email schedule of this report by following these steps:

  1. Choose Reports on the left pane, then select Custom Reports.
  2. Select Edit beside the Budget report.
  3. Turn on the Set email schedule.
  4. Enter the needed details.
  5. Click Save and close.

I've attached screenshots below for your visual point of reference.

 

image.png image.png

 

For the detailed steps on how to memorize a report, visit this article: Set schedule and email information for a memorized report.

 

That should do it! Let me know how that works for you. I'm here to assist should you need anything else. Have a nice day ahead!

Highlighted
Level 1

Budget vs. actual report with details

This isn't giving me the details. Just the total summary for each GL account. I need the itemized expense details listed under each GL account.

Highlighted
QuickBooks Team

Budget vs. actual report with details

Thanks for reaching back out to us, @Advantagepro.

 

Allow me to join this conversation and provide additional information about having an itemized expense details listed under each GL account in QuickBooks Online.

 

Currently, having an itemized expense details listed under each GL account isn't available in QuickBooks Online. We can only customize an account but we're unable to show the details of an item. I'd encourage you to share this idea to our Product Developers. This way they'll be able to asses what are the feature that can help you run your business easier. You can do this by clicking on the Gear Icon and select on Send Feedback Online.

 

Your willingness to help us improve our products is highly appreciated.

 

Please know that the Community is always here if you have any other questions concerning QuickBooks. Wishing you and your business continued success!

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