Doubling Totals on Budget Overview Report

Welcome to the Community, @Jenny D. It will be my pleasure to help you change the values of the amount showing on the Budget Overview report.

Normally, all expense and income accounts in the Chart of Accounts will reflect in the Budget Reports. However, the data will depend on how you set up the budget.  It'll also rely on your filter and customization if you choose monthly, quarterly for totals to show the accounts and amounts.

To ensure the information is accurate when running the report, I have a couple of things you can try. First, make sure the correct Fiscal Year is used for reporting. 

Here's how:

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.

Once you’re done, you can now go back to your Reports menu to run Profit & Loss Budget vs. Actual report. I'll show you how how:

1. Run the report. Then, go to the Customize Report button to set the date range.
2. Go to Display tab, then set the Report date range.
3. Click OK once you’re done.

You can check out this article to learn more about creating budget and accessing budget reports: Create a budget or forecast in QuickBooks Desktop.

If you did all these and still haven't got any positive outcome, let's proceed on verifying and rebuilding your data in QuickBooks Desktop. This way, we can identify and resolve the most commonly known data issues within a company file.

In case you need more information about our report features in QuickBooks. Feel free to check this article about customizing reports. This ensures everything is intact and accurate.

Please know that I'll be right here to help you if you have any other questions about running reports in QBDT. I'll be always here to help you. Have a great day ahead!

Hi JamaicaA,

I appreciate your response, but it's not quite exactly what I'm asking about. I've included a JPG file that highlights what's happening. There's another account "Other" that is totaling all related accounts, but then the actual "parent" account (the one that's supposed to present the grand total) is doubled. Please see attached. I believe it's something in the background of our QB only affecting Reports. 

Thanks for sharing a screenshot, Jenny.

This helps us determine the main cause of why the total is doubled.

In QuickBooks Desktop, 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. I'd recommend double-clicking the amount with the $82,670 amount. This helps us check what are transactions added to this account and determine if they are added or categorized incorrectly.

Please see these articles about running reports for more details: 

• Customize Reports in QuickBooks Desktop
• Customize Company and Financial Reports

Don't hesitate to ask follow-up questions if you need anything else. We're always here to help you out. Keep safe always!