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Community Contributor *

Does saving a budget without showing non zero line items work? Every time I save one, it still shows the non zero line items when I reopen it.

 
8 Comments
Moderator

Re: Does saving a budget without showing non zero line items work? Every time I save one, it stil...

Hello Yellow_Submarin,

 

These items are part of your budget report regardless if they have associated amounts or not. I'd recommend sending feedback to our Product Development Team. You can click the Gear icon in the upper-right corner and select Feedback. They'll always consider your ideas for product updates.

 

You might want to export the budget report to Excel and manipulate the line items from there.

  1. Open the budget report and select the Export option (paper icon).
  2. Select Export to Excel.

You can also use video in this article as your navigation guide: How to Export Reports to Excel.

 

I'd be around if you need anything else.

Community Contributor *

Re: Does saving a budget without showing non zero line items work? Every time I save one, it stil...

Thanks for your response but what doesn't make sense is that there is a filter to exclude non zero items. By choosing it, it eliminates non zero items BUT when saving the report, it doesn't include this filtered setting. Thus, it seems like a bug, don't you agree?

Moderator

Re: Does saving a budget without showing non zero line items work? Every time I save one, it stil...

Hello, Yellow_Submarin.

Allow me to share some information concerning saving a budget report for non zero line items in QuickBooks Online.

 

I can definitely see how this option would be useful when saving a budget report. However, this feature isn't currently offered in QuickBooks Online. As a team with a massive roadmap, we have to pick new features based on the value they’ll add to the most users possible. I encourage you to send feedback regarding features and options you'd like to see implemented in future product updates.

 

We share recent happenings and future developments on our blog. Through this, you're able to get the latest news about QBO and what our Product Care Team is working on https://quickbooks.intuit.com/blog/.

 

For additional help, feel free to reach out to our Customer Care Team. You can get our most updated contact number here: https://quickbooks.intuit.com/community/Getting-Started/Get-help-with-QuickBooks-Online/m-p/185932.

 

I'll be around to help if you need anything else. Have a good one.

Community Contributor *

Re: Does saving a budget without showing non zero line items work? Every time I save one, it stil...

I will send feedback as you suggest but just to be clear, I am not asking for a new feature. Rather, I am reporting what appears to be a bug. Namely, the report I want is available, it just can't be saved. Clearly that is not the intent of the programmers and is thus a bug. 

Moderator

Re: Does saving a budget without showing non zero line items work? Every time I save one, it stil...

Thank you for getting back to us, Yellow_Submarin.

I'd be glad to lend a hand. I want to make sure you get the support you deserve.

 

Can you provide a screenshot so I'll be able to get a better view of the issue? It also helps me make sure that I provide you with the best solution.

 

I'll keep an eye out for your reply. Have a great rest of the week.

Community Contributor *

Re: Does saving a budget without showing non zero line items work? Every time I save one, it stil...

Thank you. A screen shot won't help as much as a more complete description, so here goes:

1) All reports in QBO allow filtering. You simply click the gear button and choose a filter

2) In this case, I am excluding non zero items

3) The budget than shows exactly like I want it - only items with amounts are shown.

4) I then click the Save report button and the report structure should be saved, along with all filters and customizations. That is the normal behavior for all reports.

5) However, in this case, Saving the report does not end up saving the non zero filter, and thus must be reset every time the Saved report is opened. 

Thus, this appears to be a bug, since the behavior is not consistent with saving other customizations. 

Thanks

Moderator

Re: Does saving a budget without showing non zero line items work? Every time I save one, it stil...

I'll make sure this reach to our engineers so they can investigate and work for a fix, Yellow_Submarin.

 

Thanks for the detailed feedback. Please let us know if you need anything else.

Community Contributor *

Re: Does saving a budget without showing non zero line items work? Every time I save one, it stil...

Sounds good. Thank you