Budget vs actual

Hi there, comagne.

I'm here to help fix the issue with your budget vs. actual report.

Let's verify how you set up the budget. In QuickBooks, all expense and income accounts in the Chart of Accounts will reflect in the Budget Reports. The data, however, depends on how you set up the budget.

First, make sure the correct Fiscal Year is used for reporting. To check if it matches your company settings, follow the steps below:

1. From the Company menu, select My Company.
2. Click the Pencil icon and choose Report Information.
3. Go to the First month in your fiscal year field to see if the correct month is selected. Update if necessary.
4. Hit OK to save the changes.

If you did all these steps and still haven't got any positive outcome, you can recreate the budget for the same Fiscal Year. Then, launch a new Budget vs. Actual report to compare if it does the same thing. Follow the steps in this article to set up a new one: Create a budget or forecast in QuickBooks Desktop.

Delete the old budget report using these steps:

1. Go to the Company menu, choose Planning & Budgeting, and then click Set Up Budgets.
2. Click the Budget drop-down list and choose the budget that you want to delete.
3. Additionally, you can specify the Class or Customer:Job if necessary.
4. Go to the Edit menu at the top toolbar, and click Delete Budget.
5. Press Yes to confirm the action.

Feel free to browse this article as your guide in customizing reports: Modify reports. 

You can always post in the forum if you need help with the customization report.

I already had the company info correct but it didnt correct the problem. I did find that if I changed the date to tomorrow it worked. Not sure why that is. Thank you!