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houstonwb-elswor
Level 2

Is there a report that shows budgets or activity with rows of classes on the left, and with periods in columns?

 
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Best answer 2 weeks ago

Best Answers
LouiseG
QuickBooks Team

Is there a report that shows budgets or activity with rows of classes on the left, and with periods in columns?

QuickBooks doesn't have a built-in report with classes as rows and periods as columns, instead, you can run a Budget vs Actuals report as an alternative.

 

In this report, Classes are shown as columns instead of rows on the left, and they're divided into Actuals, Budget, Over Budget By, and Percent of Budget.

 

Here's how you can run the report:
 

  1. Go to the Financial Planning menu.
  2. Click Budgets.
  3. Find the Profit and loss Subdivided by class, then click Run Budget vs Actuals report.

 

Speaking of, what do you mean by period? Are you referring to a specific timeframe, such as fiscal year? If so, you might want to consider exporting the report filtered by fiscal year settings. This gives you a better view of the details.

 

To save your customized report for quick access later, check out this article: Save a customized report in QuickBooks Online.

 

You can always drop a comment below if you have additional questions or concerns.

View solution in original post

1 Comment 1
LouiseG
QuickBooks Team

Is there a report that shows budgets or activity with rows of classes on the left, and with periods in columns?

QuickBooks doesn't have a built-in report with classes as rows and periods as columns, instead, you can run a Budget vs Actuals report as an alternative.

 

In this report, Classes are shown as columns instead of rows on the left, and they're divided into Actuals, Budget, Over Budget By, and Percent of Budget.

 

Here's how you can run the report:
 

  1. Go to the Financial Planning menu.
  2. Click Budgets.
  3. Find the Profit and loss Subdivided by class, then click Run Budget vs Actuals report.

 

Speaking of, what do you mean by period? Are you referring to a specific timeframe, such as fiscal year? If so, you might want to consider exporting the report filtered by fiscal year settings. This gives you a better view of the details.

 

To save your customized report for quick access later, check out this article: Save a customized report in QuickBooks Online.

 

You can always drop a comment below if you have additional questions or concerns.

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