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suzanne56
Level 1

Can I customize Budget to Actual reports to compare actuals for a specific time period (ie 2 months) with the total annual budget?

Our company does not use monthly budget figures.  Instead we only use an annual budget.   Every month we need to run an actual YTD p&l and compare it to the Annual budget amount.  Can I customize the budget report to do this?
3 Comments 3
Candice C
QuickBooks Team

Can I customize Budget to Actual reports to compare actuals for a specific time period (ie 2 months) with the total annual budget?

Greetings, @suzanne56

 

Welcome to the Community! I'd be more than happy to provide you with some information about customizing an Budget vs. Actual report. 

 

You should be able to use the Report Period feature to fulfill your requests to compare actuals for a specific time frame with the total annual budget. Here's how to get there and change the settings: 

 

  1. Go to the Reports tab on the left-hand menu bar. 
  2. Tap Reports at the top and then the Standard portion of the page. 
  3. Scroll down until you see the Business Overview section and select the Budget vs. Actuals report. 
  4. At the top of the report, edit the report period to your liking. After that, the page will load with the settings you choose. 

 

You'll be able to see the information for the months you wanted plus the total for all that you selected. Here's two other guides that can help you out in the future: 

 

 

I hope this helps answer your question about Budget vs. Actuals report. I'm only a post away if you need me. Take care! 

stmarkspreschooltreasurer
Level 1

Can I customize Budget to Actual reports to compare actuals for a specific time period (ie 2 months) with the total annual budget?

I do not have a Budget vs. Actual report listed in Reports under the standard tab.

 

MJoy_D
Moderator

Can I customize Budget to Actual reports to compare actuals for a specific time period (ie 2 months) with the total annual budget?

I can share some information about running your reports, @stmarkspreschooltreasurer

 

The Budget vs. Accruals report is only available in QuickBooks Online Plus and Advanced. May I know what version of QuickBooks are you subscribed to and the information are you trying to get so I can recommend another report?

 

Here's how you can create budgets in QuickBooks Online Plus and Advanced. It'll also guide you with editing, deleting, and running your reports. 

 

To run and apply multiple filters to get the information that you need for your reports, follow the steps on how to customize reports in QuickBooks Online.

 

Let me know if you need more help in running your reports by leaving a reply below. Keep safe, and have a wonderful day!

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