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NoThanks17
March 16, 2021
Question

Budget vs Actual reports

  • March 16, 2021
  • 29 replies
  • 293 views

We use the Online Advanced. I am running the budget vs actual report for each of our divisions. It gives me the February amount but the total column just lists the same amount. I want it to have January and February for a total. I have checked all the settings that I know about but cannot get it to work.

29 replies

Giovann_GModerator
Moderator
March 16, 2021

Thank you for utilizing the Community, cdbchecks.

 

I'm here to help you get the report you need.

 

You'll have the option to filter the reporting period in QuickBooks Online(QBO). The report only includes transactions base on the date range selected. I'll show you how.

 

1. Go to Reports.

2. Select Budget vs. Actuals.

3. In the Report period, choose Custom.

4. Edit the date range to include the specific month.

5. Click Run report.

 

I'll share this article in case you want to create, edit, and manage the budget in QBO. This contains some tips to help you track actual revenue and expenses with your budget.

 

Reply to this post if you have further questions about your report. I'm here to help you.

 

 

 

 

 

 

 

 

 

NoThanks17Author
March 17, 2021

I know how to pull the report but I am not getting the information I want. I want the monthly figures and I want a YTD total. Right now, the total are the same numbers as the monthly numbers.

 

    DebSheenD
    Level 5
    March 17, 2021

    Hello, cdbchecks!

    Thank you for sharing your concern in the Community. 
    You can customize a report to pull up a YTD and monthly total. Let me help you with that.

    Here's how:

    1.  Sign in to QuickBooks Online.
    2.  Go to Reports.
    3. Below the Business overview, you can choose a specific report that you wanted to open.
    4.  Under the Report Period, select those options that you wanted to show.
    5. Click on Run report.

    You can check this article that can help you on how to customize reports in QuickBooks Online.

    Feel free to reply to this thread. I'm always here to help.

     

    RL_Moore
    February 17, 2023

    Can I change the column heading from "Over Budget" to "Variance"?

    DivinaMercy_N
    DivinaMercy_NModerator
    Moderator
    February 17, 2023

    Hello there, @RL_Moore. I'm here to help you change the column heading or the budget report.

     

    Currently, the option to change the column heading of the Budget vs Actuals report is unavailable. Thus, editing Over Budget to Variance is not possible in QuickBooks Online (QBO).

     

    As a workaround, you can export the report to Excel and edit the column headings there. Here's how:

     

    1. Go to the Reports menu.
    2. Next, scroll down to the Business Overview section.
    3. Click the Budget vs Actuals report.
    4. From there, select the Export icon and choose Export to Excel.

     

    We'd love to hear more of your insights regarding this feature so I recommend sending feedback to our product developers. This way, they can further review which parts of the program need enhancements and consider adding them to future updates. Please refer to the steps below:

     

    1. In your QuickBooks Online (QBO) account, navigate to the Gear icon.
    2. Next, select the Feedback option.
    3. From there, enter the details of your product comments, suggestions, and requests. 
    4. Then, click Next to submit. 

     

    You can visit our Customer Feedback for QuickBooks Online website to track the feature request you've submitted. 

     

    I've added this helpful resource that you can use as a guide in customizing reports in QBO: Customize reports in QuickBooks Online.

     

    I'm always here ready to lend a hand if you have any other concerns about running budget reports in QBO. Have a good day ahead and stay safe. 

    MelroseV
    Level 1
    October 19, 2023

    Hi, @Shirley11_2.

     

    I assure you I can help you with your Budget vs. Actual report.

     

    Yes, there's an option to compare the partial year and total annual budget by pulling up the Budget vs. Actual report. Let me show you how.

     

    1. At the left navigation panel, click Reports.
    2. In the search bar, type Budget vs. Actuals.
    3. Under the Report period, you can customize the date you want to see in your report. 
    4. Click Run report.

     

    You can customize your report if you want to filter specific details or format.

     

    If you have any additional concerns besides reports, please let us know. Stay safe!

     

    shirley-soh
    October 19, 2023

    In QBO, I can either run a YTD vs the Whole Annual Budget or for a defined period (both reflected in the actuals and the budget.

     

    For example, I want to run the Actuals for the year to Last Month, comparing to the entire Annual Budget.  I'm not seeing this option in the customizations.

     

    I hope this is clear ... what am I missing?

     

    Thanks,

     

    Shirley

    AldritchM
    AldritchM
    October 19, 2023

    Hi, @shirley-soh.

     

    Currently, the option to compare the actuals for the year up to last month with the entire annual budget is limited to viewing it by period. I recognize your need for the said specific report in QBO.

     

    If you'd like to make the desired comparison, there's a helpful option available to you. You can export the report from QuickBooks Online (QBO) and customize it to suit your specific requirements. This way, you'll have the flexibility to tailor the report according to your needs.

     

    We value your input and want to make QuickBooks Online (QBO) even better for you. If you have a specific feature in mind that you'd like to see added to QBO in the future, we encourage you to share your feedback with our engineers. 

     

    Let me walk you through on sending feedback:

    1. Click the Gear icon.
    2. Then, select Feedback under the Profile section.
    3. Please provide a summary of the feature you would like to request.
    4. Lastly, Click Next once done.

     

    I would like to share this article to learn specific ways to customize your reports to get awesome insights. Here's the topic you can utilize for reference: Common custom reports in QuickBooks Online.

     

    If you have any further questions about QuickBooks or anything else, please don't hesitate to ask. I'm here to assist you.

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