made a budget, not showing in report

Let me help you with your Budget report, @CampPoss,

If the report shows no data despite having the information in QuickBooks, let's check if this is caused by a known browser issue.

Unexpected issues are often affected by the large data in the cache. This is because the history on regular browsing will overwrite itself and will not remove data unless done manually.

The incognito mode will not save any history making it a great place to identify issues in the browser. Use these keyboard shortcuts to launch a new private window:

• Google Chrome: press Ctrl + Shift + N  
• Mozilla Firefox: press Ctrl + Shift + P
• Safari: press Command + Shift + N

Clearing the cache can also help resolve browser issues in QBO.

Let me know how it goes. I'll be right here to help you with this. Have a good one!

I created a budget for sep-aug titled Budget FY21

When I generate a report it shows the only budget available as "Budget FY2021- FY21 P&L"

Is that the budget I created?

Also I want to generate quarterly reports while showing the entire year budget in those reports, but it splits up everything into a 1/4th of the budget.

Thanks for getting back in here, @CampPoss.

In QuickBooks Online Plus and Advanced, you can create budgets based on your accounting data. Once your budgets are in QuickBooks, you can review and adjust everything. Then run financial reports to compare your actual sales and expenses with your budget.

Once you create a budget, ensure to input the correct name, fiscal year, and the interval. This way, it would show in your report. 

To have the data of budgets by account, you can run the Budget Overview report. On the other hand, the Budgets vs. Actuals report summarizes accounts alongside your actual account totals. It also shows how much you're under or over budget.

Here's how: 

1. Sign in to your account.
2. Select the Settings ⚙ menu, and then choose Budgeting.
3. Look for your budget on the list.
4. Click the Action ▼ dropdown and then select Run Budget Overview report or Run Budgets vs. Actuals report.

Feel free to read this article for more information on budgets: How to Create, Edit, and Manage Budgets?

You'll want to personalize your reports. You may also check out this article: Customize reports.

You can always get back here if you have other concerns QBO. I'll be here to help you. Stay safe always. 

Hi, 

I am having the same problem as the original poster where my budget does not show up when trying to run an Actuals vs Budget report. When I go to settings>budgeting I also do not have the option to Run Budgets vs Actuals, I only have the option to Run Budget Overview Report. 

Thanks

Thanks for joining the Community and getting involved with this thread, kayla_elmtree. I appreciate your detailed information.

Since you don't have a Run Budgets vs. Actuals report option when selecting a budget's Drop-Down Arrow (▼) icon, I'd initially recommend checking the browser you're using. It's possible this could have something to do with temporary internet files. Browsing applications store these types of records, but sometimes they can cause issues with certain webpages. You can open a private window and check to see if your Run Budgets vs Actuals report option displays.

Here's how to access incognito mode in some of the most commonly used web browsers:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Option + P

If it displays while browsing privately, it's safe to say this problem's being caused by your browser. It can be fixed by clearing cached data and Intuit-specific cookies.

In the event it continues not displaying properly while browsing in incognito mode, you'll initially want to try switching to another browsing application.

Here's a list of supported browsers:

• Google Chrome - version 78 or newer
• Mozilla Firefox - version 76 or newer
• Microsoft Edge - version 79 or newer
• Opera - version 68 or newer
• Samsung - version 10 or newer
• Safari - version 12 or newer

You can also check a browser's compatibility with QuickBooks by utilizing our browser health checkup tool. QuickBooks supports the current and two previous versions of browsers. If you find that you're using an unsupported version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.

In the event you've found no problems that could be causing this with your browser, you'll want to check the operating system and internet speed you're working with.

Here's our recommended operating systems and internet speeds:

• Windows PC - Windows 10, Intel Core i3 or a comparable processor (2013 or newer) with at least 2 GB of RAM, or Windows 10, Intel Core i5 or comparable processor with at least 4 GB of RAM.
• Mac - OS X El Capitan 10.11, OS X High Sierra 10.13, or newer.
• Linux - QuickBooks works with Linux, but you'll want to make sure you're using a supported browser and our recommended internet speeds.
• Internet connection - 1.5 Mbps to 3 Mbps or higher.

If you meet our system requirements, but the Run Reports vs. Actuals report option continues not displaying, I'd recommend using a different device and/or internet connection. If it continues happening on other devices and internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.

I've also included a detailed resource about working with budget reports which may come in handy moving forward: Create budgets & run reports for them

Please don't hesitate to send a reply if there's any questions. Have an awesome Wednesday!

I am using QB Desktop, on my P&L I have an expense item that shows up, even though it has been rendered "unactive".  I also have a budgeted amount for that same expense, where I have not entered a budgeted amount.  How do I get them both  off of the P&L?

I am using QB Desktop.  I have an inactive account which shows up on my P&L.  I have refreshed the report, checked in my chart of accounts, it doesn't show up unless I list the inactive accounts and also has a budgeted amount entered, which does not show up on my Budget entries.  How do I correct these two problems?

Thank you for participating in this discussion and providing details about the product you're using, LVHA. Let's work together to review and rectify your Profit and Loss (P&L) report, ensuring you have an accurate representation of your financial data.

Inactive accounts can still appear on the P&L report if they contain transactions during the specified reporting period. In this case, a budget previously associated with this inactive account might not be displayed in the budget entries but could still be reflected in the P&L report.

With this, you'll need to review your Chart of Accounts (COA) and reactivate your inactive Expense account. You can refer to the steps below on how to proceed:

1. Go to the Lists menu and then select Chart of Accounts.
2. Put a check in the Include inactive box.
3. Locate the inactive expense account and click the X icon to reactivate it.

Then, you can then edit the transactions or budget associated with the expense account. I'll guide you through the process:

1. Navigate to the Company menu.
2. Choose Planning & Budgeting and then Set Up Budgets.
3. Select the budget in question from the Budget droplist.
4. Remove the amount for the account.
5. Once done, click Save and then OK.

Afterward, inactivate it again and generate your P&L report to verify the changes.

To further enhance your reporting skills, I'll add the following articles that can guide you in customizing reports and exporting them to Excel:

• Customize reports in QuickBooks Desktop
• Export reports as Excel workbooks in QuickBooks Desktop

Feel at ease to comment below if you have other questions about managing your reports in QuickBooks Desktop. I'll be here to ensure you have all the support you need.