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DA27
Level 1

Budget

My budget is still not showing in my reports. we don't budget by month, we budget by fiscal year

5 Comments
MadelynC
QuickBooks Team

Budget

I’m glad to provide some information to ensure your budget will show up on your reports, @DA27.

 

Thanks for reaching out to the Community for assistance. I have several instructions so you can see your budget figures and able to continue running the business. 

 

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.
    Capture.PNG
  2. Click the Pencil icon and choose Report Information.
    Capture.PNG
  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.Capture.PNG

 

If the information is correct, 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. Refer to the steps stated in this article to set up a new budget in QuickBooks Desktop.

 

After, you can delete the old one to avoid duplicate entries. Here’s how:

 

  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. You can specify the Class or Customer/Job if necessary.
  4. Edit and click Delete Budget.
  5. Press Yes to confirm the action.

 

You might want to read this article in case you want to memorize the report for future use. It also contains complete steps to access and modify them.

 

Let me know how these steps work on your end. I'm always here to help. Have a great day!

DA27
Level 1

Budget

I have done all of this and my budget still doesn't show up in the reports.  

 

When I set up my budget I only enter one amount for each budget item and I have entered them in July when our fiscal year begins.  This is really frustrating - I need to get my financial reports done and I can't move forward.  I've attached a screen shot of what I have entered any help would be greatly appreciated

 

Tori B
QuickBooks Team

Budget

Hey there, @DA27.

 

Thanks for following up with us and trying all the suggested steps provided by my colleague above. 

 

To clarify, is this happening to all users? If so, I recommend running a Verify on your company file. A verify will scan your file for any potential data integrity issues that can cause concerns like this. I've included some steps to run a verify below. 

 

  1. Open the File menu, highlight Utilities, then choose Verify Data.
  2. Tap OK when you see the message QuickBooks detected no problem with your data. You may continue using your company file.
  3. If Verify finds an issue with your data, you will be prompted to Rebuild Now or View Errors. Click on Rebuild Now.

You can see more details about repairing data integrity issues in Resolve Potential Data Issues.

 

Please check back here if you're continuing to have problems with your budget. I'll be here every step of the way. You can reach out to the Community at any time. Take care! 

DA27
Level 1

Budget

That did nothing :(  I don't know what else to do to but download my reports and manually enter my budget numbers - so frustrating.l

MirriamM
Moderator

Budget

Hello again, @DA27. I want to ensure this gets resolved for you.

 

Since the troubleshooting steps provided above didn't rectify the problem, I recommend getting in touch with the Technical Support Team for further assistance. They can perform a screen-sharing session and check your account to deep investigate the root cause of the problem why the Budget report is not showing.

 

To reach them, here's how:

  1. Press F1 on your keyboard or go to the Help menu at the top.
  2. Select QuickBooks Desktop Help.
  3. Enter Support in the search field.
  4. Click the Contact us link at the bottom.

Check out this link for ways on how to connect with us: Contact QuickBooks Desktop support. Ensure to review their support hours so, you'll know when agents are available.

 

Let me know how it goes and if there's anything else you need. I'm here to help. Take care!

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