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I'm on your side here, shutthefrontdior.
Thank you for sharing the steps you've made before posting here in the Community forum. I also appreciate you providing screenshots. I can share why the $ Over Budget and Budget columns are blank on the Budgets vs. Actual report in QuickBooks Desktop.
The source of the budget is associated with the accounts, not the customer's name. That's why you should filter the report by Name as it'll show an empty field on the said columns.
You'll want to filter the report by accounts to show the actual budget. Let me show you how to choose a different account.
- On the Profit & Loss Budget vs. Actual report, click Account.
- Choose a different one from the Account drop-down.
- Click OK to save the changes.
QuickBooks Desktop has budgeting and forecasting tools to help you plan and make smart business decisions. Most budgets are static and set for the company’s fiscal year. Use this article to learn how to use existing data on the company file and set the fiscal year for your budgets: Create a budget or forecast in QuickBooks Desktop.
Knowing report source and targets is particularly important when filtering reports. This article will tell you more about the basic information when making changes to the data on the report: Customize reports in QuickBooks Desktop.
I hope this clears your confusion while customizing the Profit & Loss Budget vs. Actual report. You can always get back to me by commenting below if you have follow-up questions about this. I'll be glad to help you. Have a good one.
