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W
WG2
April 9, 2020
Question

Budget created with wrong year

  • April 9, 2020
  • 1 reply
  • 11 views

I spent several hours manually entering data to a budget that is for the wrong year.  It is referencing 2021 but the budget is for 2020.

 

Is there a way to change the budget year in QB Desktop Enterprise 18.0?  I really don't want to enter all data from scratch again if at all possible.  Is there a way to copy the budget in desktop QB?

 

 

1 reply

M
mv32
Level 8
April 9, 2020

Welcome to the Community, @WG2.

 

We aren't able to copy the budget that you have entered for 2021 to the budget that you set up for 2020. I suggest manually entering all the budgeted amounts for 2020.

 

Here's how:

  1. Go to the Company menu and then select Planning & Budgeting.
  2. Choose Set up Budgets.
  3. Click Create New Budget.
  4. Choose 2020 for the fiscal year's budget.
  5. Select the prompt options and click Finish.

 

That should get you to the right fiscal year. I've added an article as your reference in planning up budgets or forecasts: Create a budget or forecast in QuickBooks Desktop.

 

Please let me know if you have more questions. I'll be around to help. Stay safe!

G
Grace36
August 9, 2022

Is there anyway to change a budget year in QuickBooks Premier Nonprofit Edition 2021? I entered all the budget and put it in the wrong year. Please help!

L
lin_jcaj
Level 9
June 28, 2023

I did the same thing, it is currently in 2024-25 and I need  it  in 2023-24. Is there any way to make this change without having to totally reenter everything? 


I understand how time-consuming it is to re-enter the budget manually, Wow4.

 

Every business has unique needs, and I see how your desired feature would benefit and strengthen your organization. 

 

You'll want to submit additional feedback to let our developers know how this functionality can improve your company's needs so they can consider including it in future product enhancements. Please refer to the steps provided above on how to submit feedback.

 

As a workaround, you can delete and recreate your budget with the correct fiscal year.

 

For more details on creating a budget, check this article: Create a budget or forecast in QuickBooks Desktop.

 

Additionally, you can visit our QuickBooks Help page. We've collated resources to help you with other tasks.

 

If you have other concerns about managing your account, let me know. I'm just a post away. Take care!

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