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cjusim
Level 1

Change decimal places for % OF BUDGET

In the Budget vs. Actuals report, the % OF BUDGET displays 5 decimals places for a number other than 0, but only 2 decimal places for zero change (ie 0.00%). This makes the report look inconsistent, and we have been asked to present the report with all percentages displayed to 2 decimal places.

 

Is this possible? I've not been able to find a setting yet that appears to adjust this. 

5 Comments 5
Whest1958
Level 1

Change decimal places for % OF BUDGET

Adjusting the decimal places for percentages in your Budget vs. Actuals report to consistently display two decimal places is achievable in most reporting tools or software. Here's how you can approach this:

1. **Report Settings**: Check if your reporting tool or software provides settings or options for customizing number formatting. Look for options related to decimal places, precision, or number formatting specifically for percentages.

2. **Custom Formatting**: If your reporting tool allows it, you can manually adjust the formatting for the % OF BUDGET column. This might involve using custom formatting codes or expressions to ensure consistent display of percentages with two decimal places.

3. **Data Transformation**: If your reporting tool allows data manipulation or transformation, you can adjust the data before it's displayed in the report. For example, you can round the percentages to two decimal places before presenting them in the report.

4. **Scripting or Macros**: In some cases, you might need to resort to scripting or macros to achieve the desired formatting. This involves writing code to manipulate the report data or formatting dynamically.

5. **Export and External Formatting**: If all else fails within the reporting tool itself, you can consider exporting the report data and formatting it externally using spreadsheet software like Excel or Google Sheets. These tools offer robust formatting options that allow you to control decimal places for percentages easily.

Before implementing any changes, ensure that you consider the impact on data accuracy and understand how the changes will affect the overall presentation of the report. Additionally, it's a good idea to test the changes thoroughly to ensure they meet the requirements and expectations of your stakeholders.

JorgetteG
QuickBooks Team

Change decimal places for % OF BUDGET

Thank you for reaching out to the Community, @cjusim. I recognize that running a Budget vs Actual report with all percentages displayed to 2 decimal places is important to you. I appreciate the action you have taken, and I am here to assist you in changing the settings according to your preferences.

 

To change the settings, please follow these steps:

 

  1. Go to the Gear icon.
  2. Select the Advanced tab.
  3. Click the pencil icon in the Other preferences section.
  4. In the Number Format field, choose the format you want to use.
  5. Hit the Save button, then Done.

 

Please refer to the attached screenshot for a visual guide.

 

In addition, you can customize and memorize reports in QuickBooks Online. 

 

If you need further assistance with QuickBooks-related concerns aside from running reports, feel free to contact me anytime. I am always here to help and ensure that all of your concerns are addressed promptly.

Whest1958
Level 1

Change decimal places for % OF BUDGET

Thanks for the help.!!

cjusim
Level 1

Change decimal places for % OF BUDGET

That was the first setting I looked at, however the number format only gives dollars. I don't see any setting relating to percentages. 

ChristieAnn
QuickBooks Team

Change decimal places for % OF BUDGET

I appreciate you for exploring some settings in QuickBooks to set up the preference you prefer, cjusim.

 

Setting up the number format related to percentages is currently unavailable. That said, I recommend sending feedback so your suggestion is forwarded to the Product Development Team.

 

To start with, you need to visit the Feedback section within QuickBooks and submit a suggestion on the possibility of setting the number format to a percentage. The recommendations are sent to our engineer for consideration in future updates. 

 

Here's how:

 

  1. Click the Gear icon at the top.
  2. Choose Feedback.
  3. Enter your comments or product suggestions. Then, select Next to submit feedback.

 

In case you need steps and guidelines on how you can initially set up your company preferences, you can read this article: Set up advanced account settings in QuickBooks Online.

 

Keep posting here in the Community if you have other questions about customizing your reports or any personalized interface-related concerns in QBO. I'm always here to offer assistance, cjusim. Have a good one.

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