Online Essentials convert from QBD 2013 - how to get a Budget vs Actuals?

we've been using QB Desktop 2013 since it was launched.  We recently got a new computer and could not transfer to the QB Desktop 2013.

Which Windows OS do you run? You can use the trial version of a newer version to upgrade and access your historical data for good if required.

I understand the importance of viewing and comparing your actual income and expenses with your budget, treasurerILE.

The Budgeting feature in QuickBooks Online is only available in Plus and Advanced versions. It is unavailable in Essential. 

You may want to consider upgrading to these versions to utilize this feature. To learn how, please follow the steps below.

1. Sign in to QuickBooks Online as a primary or company admin.
2. Go to the Gear icon and then Subscriptions and billing.
3. Make sure your payment info is up to date.
4. In the QuickBooks Online section, select Upgrade your plan.
5. Review the available plans and then select Choose plan.
6. Follow the on-screen steps to upgrade your plan.

Alternatively, you can look for a third-party application to help you track and compare your projected spending. I suggest visiting our QuickBooks Apps Store page to search for the software that suits your needs.

Additionally, I've added an article that will assist you in viewing a snapshot of your business. This resource will help you analyze your sales, spending, and other aspects of your books: Run Reports.

I'm still all ears if you need further assistance with your transactions and reports. Just add your reply below, and I'll circle back to help you.

Charlene,

    Thank you for your response but unfortunately our PTO is limited on funds and we do not have the monetary resources to be able to upgrade any further.  We can barely afford the $60 a month to get the Essentials as our money is supposed to be going to the advancement of the education of children and not $90 a month in order to simply see our Budget vs Actuals.  Is there no other way to see the budget?  Since we've had to move away from our Quickbooks 2013 Pro license that we were using just fine to a subscription model, we've been priced out of functionality that is necessary. 

Is there an alternative?  Can I download our old Quickbooks 2013 onto my new Windows 11 computer?

Thank you,

Candice

I completely understand your situation and the difficulties of operating on a limited budget, @treasurerILE.

While I wish we could offer QuickBooks features at no additional cost, maintaining and improving our software does involve real development expenses on our end. That said, I would like to share an alternative option with you that meets your requirements.

Due to the lack of compatibility with newer operating systems and hardware, downloading your old QuickBooks Desktop 2013 onto your new Windows 11 computer isn't possible. Attempting to run unsupported, outdated software could lead to potential issues like data corruption or integrity problems down the line. 

As a workaround, I suggest manually tracking and recording your budget using our Free business budget templates as an alternative solution. You have the option to create copies, download, edit, and print the templates. For more details, you can utilize this article: Free business budget templates (PDF/Excel)+ how to create.

Moreover, I'll be sharing this link to help you manage and generate a comprehensive overview of the financial health and performance of the business over time: Run reports in QuickBooks Online.

Please feel free to let me know how I can be of further assistance to you, @treasurerILE. I'm here to assist you further and prioritize providing you with the answers you need regarding any QuickBooks-related concerns. 

@treasurerILE 

Is there an alternative?  Can I download our old Quickbooks 2013 onto my new Windows 11 computer?

Contact me in private and we may have a workaround to consider.