How do I add a line item into the new budget?

Greetings, @Smak1.

All the lines showing on the budget page will depends on your Chart of Account (COA). You can add a line in your budget by adding an account to the COA.

Here's how:

1. Go to the Accountant menu, then choose Chart of Accounts or Ctrl +A. 
2. Click the Account drop-down arrow, then select New.
3. Pick an Account types and hit Continue.

      4. Complete the needed information, then press Save and close. 

After that, let's go to the Budget page to check if the line is successfully added. You can go to the Company menu, then hover over Planning & Budgeting and select Set Up Budgets. 

I've attached a screenshot for your reference:

For future reference on how to delete an account and memorize reports, please check these articles:

• Create, access and modify memorized reports
• Create, edit, or delete account in QuickBooks

If you have follow up questions, please let me know by leaving a comment below. I'll be glad to check on them for you. Have a good one! 

Hello there, JDpenelope.

You can go back to the  budget you've created to add a budgeted amount. This way, you'll be able to edit the amounts indicated in your accounts.

1. Go to the Company menu.
2. Select Planning & Budgeting, then choose Set Up Budgets.
3. Choose the budget you've created by clicking the Budget drop-down arrow.
4. Click the field to enter the budget amount.

You need to click the Save button to implement the update, then select OK once done. I've attached screenshot below for your reference.

To learn more on how to use your data to create budgets, you can check out this article: Create a budget or forecast in QuickBooks Desktop. It also contains steps on how you can create forecasts to predict future revenue and cash flow.

Please let me know if you have other concerns. I'm just around to help.

Do you have to change you chart of accounts to add or delete budget line items?

I've added a new line item in my Charter of Accounts but it isn't showing up in my budget.  How do I get the new line item to show up in the budget?

Nice to have you join this thread, @Mark K1.

To add a new account to your budget report, you’ll need to recreate the report to add a new one.

However, if you’re referring to creating a new budget and the account doesn’t show in the budget screen. I recommend closing and reopening your QuickBooks Desktop (QBDT) software for the changes to take effect.

If the issue persists, I suggest running the Verify Rebuild tool to isolate this issue. This tool scans your company file for errors and fixes them right away. Let me guide you how:

To Verify:

Go to the Window menu and select Close All.

Then, go to the File menu.

Select Utilities.

Click Verify Data.

To Rebuild:

Go to the File menu.

Select Utilities.

Click Rebuild Data.

Here's an article you can read for more detailed steps: Verify and Rebuild Data in QuickBooks Desktop.

.

You also have the option to personalize your report to focus on the data that matters to your business. To be guided through the process, you can utilize this link for your reference: Customize reports in QuickBooks Desktop.

Keep me posted if you have any other concerns or questions about managing your reports or with your account. I’ll be around ready to lend a helping hand. Have a good one.

Hi Jason,

Thank you for your answer.  I was creating a new budget ant the account didn't show in the budget screen.  Your recommendation to close and then re-open QuickBooks did the trick!

Is this possible through QuickBooks Online? Looks like I can’t add sub line items.

Thanks for joining the thread, @cmichelcarter.

Allow me to join this conversation and share further insights about creating line items in the Budget window. 

Adding accounts as new line items when creating a budget in QuickBooks Desktop is similar to QuickBooks Online. Once you create other accounts (income, other income, expenses, and other expenses), they will automatically be added as a new line item in the Budget screen.

To add a new account in your chart of accounts, follow these steps:

1. Go to Settings ⚙ and select Chart of Accounts.
2. Click New to create a new account.
3. In the Account window, choose the Account Type ▼ drop-down list. Then, select an account type.
4. In the Detail Type ▼ drop-down menu, choose the detail type that best fits the transactions you want to track. 
5. Give your new account a name and add a description.
6. If this is a subaccount of an existing account, click Is sub-account and then enter the parent account. 
7. Add the rest of the info and click Save and Close when you're done.

For more details, you can check out this article: How to set up and add accounts to your chart of accounts.

To get more info about creating budgets in QuickBooks, please see this guide: Create and Import Budgets into QBO. 

Keep me posted if you need anything else or if you have other questions related to QuickBooks, cmichelcarter. I'll be here to help. Have a good one.

Doesn't seem to solve my issue in Quickbooks online. Let me ask this, can I make a budget based off line item and then make vendors sub-line items?

Let me provide some information about making a budget, @cmichelcarter.

I recognize how relevant making a budget-based off-line item and then making vendors sub-line items in the invoices to your business is. Currently, this option is unavailable in QuickBooks Online.

At times, we roll out enhancements based on our customer's requests. That being said, I suggest sending a recommendation to our product developers. They'll review this idea and might consider updating it in the future.

Here's how:

1. Go to the Gear located at the top.
2. Under Profile, click Feedback.
3. Enter your recommendation and select Submit.
   
   

You can also utilize this link to check the status and keep you in the loop on our progress of your request: Customer Feedback for QuickBooks Online.

I also encourage you to visit this resource that will guide you to get your budgets into QuickBooks: Create and import budgets into QuickBooks Online.

As always, add a comment below if you have any other questions about managing your budgets in QuickBooks. I'm here to help always. Take care!

I've done all this and the new accounts I have set up this year are still not showing up in my 2022 budget. what else can I do. 

Thanks for joining the thread, @dickens14.

Let's run some troubleshooting steps to address your concern. A minor data damage in your company file might be the cause of this behavior. This can be the reason why you're unable to add a line item even after creating a new account. 

To start, let's update QuickBooks Desktop to its latest release. This will keep your software up-to-date so you always have the latest features and fixes.

If you're still getting the same result, I suggest running the Verify and Rebuild tools to isolate this issue. This tool scans your company file for errors and fixes them right away. Let me show you how:

To Verify:

1. Go to the Window menu and select Close All.
2. Then, go to the File menu.
3. Select Utilities.
4. Click Verify Data.

To Rebuild:

1. Go to the File menu.
2. Select Utilities.
3. Click Rebuild Data.                                                                                                                                                                                         

For complete steps, you can check out this article: Verify and Rebuild Data in QuickBooks Desktop.

Moreover, you have the option to personalize your report to focus on the data that matters to your business. To be guided through the process, you can utilize this link for your reference: Customize reports in QuickBooks Desktop.

Let me know if you have any other concerns or questions about managing your reports or with your account. I’ll be around ready to lend a helping hand. Have a good one.      

None of that worked. Spent a lot of time on instant chat. Ultimately had to delete my QuickBooks completely and reinstall. It seems to be working now. Thank you. 

Is this still the case a few years later?   I just need to add two lines and I am done.  

Hello there, @Aprilhu. Let me step in and share additional information about adding a line to your budget in QuickBooks Online (QBO).

Your budget in QBDT depends on the accounts in your Chart of Accounts. That said, you'll have to create an account to add a line item. To do that:

1. Go to Accountant and click Chart of Accounts.
2. Click the Account dropdown, and select New.
   
3. Choose an Account Type and click Continue.
4. Fill out the necessary fields and select Save & Close.
    

If you prefer adding a line item without creating a new account, it's currently unavailable in QBDT. We understand how this could be a need for business owners like you. Let me help you share your valuable insights with our software engineers so they can review your feedback and may consider including it in our future product upgrades. Here's how:

1. Go to Help and click Send Feedback Online.
2. Select Product Suggestion.
3. Enter your feature request, then Send Feedback.

Additionally, create forecasts in QBDT to predict future revenue and cash flow. To do that, refer to the Create a forecast section in this article: Create a budget or forecast in QuickBooks Desktop.

Keep me posted on any future concerns you have about budgets. The Community is only a few clicks away to assist you. Take care and have a good one!