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msiegel
Level 2

Budget vs Actual report

is it possible to run a budget vs actual report and have a column for the full year budget also?

7 Comments 7
msiegel
Level 2

Budget vs Actual report

I am specifically looking to run a budget vs actual with columns for the one month, YTD, and the whole year budget.  Help!!

Jen_D
Moderator

Budget vs Actual report

Good to see you here, @msiegel,

 

There are two sets of budget reports in QuickBooks Online, namely, Budget vs. Actuals and Budget Overview. This is the reason why we're currently unable to merge elements on both reports.

 

If you want the Budget vs. Actuals to have a column for the total annual budget, you will need to pull up those 2 reports and customize them in Excel. To do the export process, use the Export icon so you can start modifying them on the worksheet.

 

See this:

 

I'll be adding some related links to help you get your way around the Reports feature in QBO:

Let me know if there are other things I can help you. I'll be right here if you need anything else. Have a lovely day!

msiegel
Level 2

Budget vs Actual report

I know I can do it myself.  I was hoping there was a way to do it in QBO since I already have to pull 2 reports for Budget vs Actual, one for the month and one for the YTD, which also can't be done on one report.  So, now I have to pull 3 reports and combine them in excel just to get what's needed, for each and every class and for the overall.  That's a lot of manual steps for an accounting system that should be able to do it for me.

SteveVA
Level 1

Budget vs Actual report

Exactly, since it can be done in QuickBooks Desktop!   Seems like so many things in QBO are a step down from desktop.

MirriamM
Moderator

Budget vs Actual report

Thanks for joining the thread, SteveVA.

 

QuickBooks Desktop (QBDT) and QuickBooks Online (QBO) are two different product with unique features. QBDT has more complex accounting needs and requires more customizable features than QBO. 

 

I can see how the feature you're looking for in QBO is beneficial to your business. We recognize that each company has unique needs. Since the feature you're looking for isn't currently an option, I encourage you to submit feedback to our Product Development Team. They look through submitted feedback for future updates and use those suggestions to develop changes for the product.

 

You may also want to visit our QuickBooks Blog. And be the first one to know about any updates that you'll find beneficial for your business. The QuickBooks Blog is our way of letting you know the latest features released and what the product team is working on. They update the site every time new information is available. 

 

If there's anything else you need help with, let me know by adding a comment. I'm more than happy to assist you. Have a great day!

msiegel
Level 2

Budget vs Actual report

Yes, they are two different products, but they should be basically the same.  There's no reason for desktop to be more complex than online.  Accounting needs are the same however we purchase the program.

JWhitehurst
Level 2

Budget vs Actual report

This report is needed by most businesses.  I have never seen a company that uses the Budget to Actual report the way it runs out of Quickbooks Online.  We are in the process of leaving this platform due to its many limitations and quirks.  This software has been around long enough that users shouldn't be asking for basic needs that can't be met by the system. 

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