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Level 2

Profit and Loss by month and class with budget comparison

Hi,

I'm working in QB Advanced.  I have classes set up with a budget by class.  I want to get a profit and loss report with columns for each month and class and beneath that actual vs budget.  Is there any way to get this in QB?  It seems like I will have to combine the budget v. actual and the monthly P&L offline in Excel instead as one QB report gives me budget with no monthly options and the other gives me monthly with no budget options.

Anyone?

Thanks,

2 Comments
Highlighted
Level 11

Profit and Loss by month and class with budget comparison

@HC13 

 

"It seems like I will have to combine the budget v. actual and the monthly P&L offline in Excel instead"

 

I agree.

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Community Champion

Profit and Loss by month and class with budget comparison

Copy/paste

 

Make sure that you select "all" accounts to display or export to excel, not just cells with data - makes the copy/paste by column that much easier

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