In creating a budget, when I enter the annual value in the first column it automatically spreads it out across the year. How do I prevent that?

I'm here to help you achieve your goal of preventing the annual value from spreading across the year, Shirley.

To prevent from spreading the annual value across the year, make sure to enter the value for each month separately. When you enter the amount in the first column, it will automatically divide it by twelve. This means that you'll have to calculate the specific value for each month based on the total annual amount, rather than simply dividing it by twelve. 

Furthermore, in case you want to set budget targets for each class, check out this article for reference: Set budget targets for each class in QuickBooks Online.

You can always revisit this page if you have additional concerns or questions about budgeting in QBO. I'll get back to you as soon as possible. 

See, that's the thing. I don't want any amounts in the monthly columns. I've been creating budgets in QBO for 7 years and this has never been a problem. What has changed? It really messes with my budget report and causes a lot of manual work for me that I shouldn't have to do.

I appreciate you getting back here on this thread, Shirleyruth. 

As QuickBooks aims to provide a seamless process when completing budget tasks, the annual value entered will automatically be divided for the entire twelve months. As a workaround, you can export the budgets to an Excel file and manually input specific values for the year, then import them to your account. To do this:

1. Go to Settings and choose Budgeting.
2. From the Budgets page, click on the Export/Print dropdown and select Export to Excel.
3. Save the file to your local documents.
4. Manually input the value required for each month.

Once everything looks good, you can import the modified Excel file from the Budgeting center. I've added a screenshot below for reference.

I'm also including this guide to help you track and review business finances in your account: Run reports in QuickBooks Online.

I'll keep an eye on this thread for any additional queries you may have when managing budgets in your file. Just reply to this post, and I'll make sure to get the help you need. Stay safe and have a good one.

Thank you, but this doesn't give me my required results. I want to have the monthly budget amounts blank. You are forcing me to have dollar amounts in there that will total the annual amount. I will now have to put in hours of work manually creating the monthly reports that are meaningful to my board and not confuse them.

Hello there, Shirleyruth. I understand you want the monthly budget amounts blank in QuickBooks Online. Allow me to provide some insight into this.

When you create a budget in QuickBooks, the software automatically divides the annual value evenly across all twelve months. You mentioned that you've created budgets before and never encountered an issue. If you feel this feature needs improvement, I suggest providing direct feedback to our product engineers. This will help them understand how important this feature is to your business and consider adding the option to QBO.

Here's how:

1. Go to the Gear icon.
2. Select Feedback.
3. Enter your suggestion and click Submit Feedback.

For more information on budgeting in QuickBooks, you can check this article: Create budgets in QuickBooks Online.

Additionally, if you want to save a report's customization settings, here's a helpful guide: Memorize reports in QuickBooks Online.

If you have any other questions or concerns about managing budgets in QuickBooks Online, please don't hesitate to reach out. I'm always here to help. Have a great day.

I understand what you're saying.  I basically run it as a yearly budget for my board to look it. They don't need the monthly stuff.  Did you ever find a way around this?

I can see the importance of having the ability to run yearly budgeting as a whole and not include the monthly data, Roses9180. Given this, I'll help you send a feature request to inform our developers of its significance to users.

Please know that your feature recommendations matter to us. It could help our development team implement improvements that could benefit every business. To submit your feedback, kindly follow the steps below:

1. Open your QuickBooks account.
2. Go to the Gear icon and select Feedback.
3. Enter your product comments and suggestions in the designated field.
4. Once done, hit Next to submit.

To review the status of your request, kindly access and log in to this website: Customer Feedback - QuickBooks Online.

You may also personalize your reports and save the modifications made. It will help you save time managing its available and displayed data when you run them.

Add a comment on this thread if you need additional assistance with your budgets or other QuickBooks data and reports. I'll be sure to help you promptly.

I did. See if this might work for you. After entering the account budget amounts in the budget totals columns, I then enter the same amount in the next column for the first month of the fiscal year. When you run the report, it will show $'s in the budget and over budget columns for each month that you can ignore. I usually hide the columns in my excel spreadsheet when I distribute it so as to avoid confusion. But the total columns at the end will be accurate. Hope this helps!