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How do you creat a yearly budget with anticpayed toal income and expenses in a single column? I was able to do it in Quicken.

 
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QuickBooks Team

How do you creat a yearly budget with anticpayed toal income and expenses in a single column? I was able to do it in Quicken.

Hello there, @perelk.

 

In QuickBooks Desktop, you can create a budget for a specific year. Creating it that displays the total income and expenses in a single column isn't an option. The Annual Income column will display your budget's anticipated total income and expenses. It'll be updated once you enter or edit the amounts per month. 

 

Furthermore, there are budget reports available in the system, such as the Budget OverviewBudget vs. ActualProfit & Loss Budget Performance, or Budget vs. Actual Graph. These help you plan and make smart decisions for your business growth. Just go to  the Reports menu, select Budgets & Forecast, then choose the report that suits your needs.

 

You can memorize the report if you want the same settings to be available for future use. This way, you don't have to go through the customization process again. Kindly refer to this article for the detailed information: Create and access memorized reports. It also contains steps on how you can edit and delete the memorized report.

 

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

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