How do I create a budget from data in QuickBooks SE?

Creating a budget using your data in QuickBooks Self-Employed is not yet possible, ALSWilcox. The Budgeting feature is only available in QuickBooks Online Plus, Advanced, and Accountant plans.

You can upgrade from QuickBooks Self-Employed to QuickBooks Online. Just select one of the plans I mentioned for upgrading to, and follow the on-screen instructions. Here's the article for additional reference: Switch from QuickBooks Self-Employed to QuickBooks Online.

Once the upgrade is successful, you can create the budget report using your data.

Let us know if you have additional questions or require further assistance.

Hi @ALSWilcox,

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

Please let us know if everything is now working as expected or if you're still experiencing any problems.

We'll be glad to assist further if needed.