Budget figures not showing in reports.

Here is a screenshot of the budget itself.

Hey there, @joeheyman. 

Let's get your budget figures working correctly. 

You may be experiencing some data-integrity issues that could be preventing your budget figures from showing. Let's try running a Rebuild and Verify to scan and resolve the errors in the file. I've included the steps to do this below. 

Verify Data:

1. From the File menu, select Utilities, then Verify.  
2. Hit OK to close all windows for the Verify to begin. 

Rebuild Data:

1. Open the File menu again, click on Utilities, the Rebuild. 
2. Hit OK to close all windows.
3. QuickBooks will ask to create a back up first. You can choose to Cancel if you wish to continue without a backup. 

For additional details, check out Verify and rebuild data in QuickBooks Desktop for Mac. 

Let me know the results of your Verify and Rebuild. I look forward to your reply. Feel free to reach out to the Community any time. Have a wonderful weekend! 

Thank you for trying.  VERIFY said all was OK.  REBUILD went without a hitch.  The report is unchanged!  Previously, I thought perhaps I could not have budget figures in a category if the subcategory had figures in it, so I removed all figures from the top categories whenever there were subcategory figures, but that did not work.  I am at wit's end!

I now removed all subcategory figures and only the top categories have figures in them.  IOt still does not work.  No report will display budget figures.  What else can I try?

Thanks for getting in touch with us, @joeheyman.

Since verifying and rebuilding your data didn't resolve the issue, I'd suggest updating your Quickbooks to its latest release version. It helps improve program functionality and fix app-related issues.

However, if the same thing happens, I encourage you to reach out our Customer Support Team. You can request to do a screen sharing session. This way, they can take a look at your company file and identify what's causing this odd behavior.

Here's how to contact our support:

1. Click this link to go to the Official Contact Us page.
2. Select QuickBooks Mac Desktop.
3. Choose Using QuickBooks for Mac.
4. In section 2, Here's how to connect with a QuickBooks expert, click Get Phone Number.

Just a heads-up, due to the ongoing pandemic, we have limited staffing and have reduced our support hours to 6 AM-6 PM PT Monday-Friday. For more details about our support availability, refer to this article: Contact Support. 

For some tips in running a budget report, follow the steps below:

1. Open this link: QuickBooks for Mac User Guide.
2. Press Control + F.
3. Type in "Some tips to see how you’re doing against a budget" and press Enter.
   
   

Additionally, please refer to these articles to learn product updates and fixes: 

• Recent changes, improvements and fixes in QuickBooks Mac Desktop 2019.
• Recent changes, improvements and fixes in QuickBooks Mac Desktop 20120

Don't hesitate to comment below if have other questions. I'm always around to help. Have a great day.

Thank you very much.  My version of QB for Mac 2020 is up to date with 19.0.4.860 R5.1.  I could try re-installation if you so advise me.  I tried chatting several times last week.  On Friday, I waited from 3PM to 6PM Pacific time, but chat never started.  I did not find an opportunity for a call back.  I had hoped to have this fixed by Monday morning when I am supposed to present the final budget.  I do not think that will work out.

I had the wrong fiscal year!  Thank you, thank you, THANK YOU!!!

(By the way, the desktop for Mac does not have

1. From the Company menu, select My Company.
2. Click the Pencil icon and choose Report Information.
3. Go to the First month in your fiscal year field to see if the correct month is selected. Update if necessary.
4. Hit OK to save the changes.                                                                                                                                                             At least I could not find them)

I, too, have this problem. Budget is not integrated with Actuals. I'm losing my mind over it as well. 

Further, I do not have the same language on my screen that is noted thus I can not follow the recommended process. How to access Budget Reports through another method.

Under Company for me, the list is: Home Page, Transaction Center, Attachments Center, Users and Passwords, Set Up Budget, To Do List, Reminders, Chart of Accounts, Make General Journal Entries, Mileage Rates, etc.

Please advise. Sarah Fischer

Welcome to the thread, @IOn At Home.

Let me get the help you need running a Budget report. 

In QuickBooks, the columns display in your budget is according to the preference you've set. To set up a budget, here's how:

1. Go to the Company menu at the top.
2. Select Set Up Budget.
3. Set the fiscal year for this budget and choose an account. Then, Next.
4. Choose whether you want to separate your budget by Customer: Job or Class, and select Next.
5. Select whether you’d like to add budget numbers from scratch or have QuickBooks use the previous year’s data.

Once done, to create a Budget report in QuickBooks Desktop (QBDT) for Mac, follow the below steps:

1. Go to the Reports menu at the top.
2. Select Budgets.
3. Choose the Budget report you need.

For more details about this, see this article: Create or update a budget in QuickBooks Desktop for Mac.

To learn how to handle reports in QBDT Mac, see below links:

• Create reports in QuickBooks Desktop for Mac
• Customize reports in QuickBooks Desktop for Mac

If there's anything you need help with, please let me know by adding a comment below. I'm more than happy to help. Take care and have a great day.

Thank you but that did not fix the problem. 

The budget has been set up. However, it does not populate reports. Is there something incorrectly checked within these steps:

1. Select Set Up Budget.
2. Set the fiscal year for this budget and choose an account. Then, Next.
3. Choose whether you want to separate your budget by Customer: Job or Class, and select Next.

I anticipate a response. Thanks, Sarah

Hi @IOn At Home,

I didn't find any issue with the steps provided by my peer @MirriamM above.

In case you missed it, my colleague @Adrian_A already shared a very detailed guide on what you can do to resolve this specific situation. 

The first thing to check is the Fiscal Year used for reporting. 

Here's how:

1. Go to the Company menu. 
2. Select My Company.
3. Click the Pencil icon, then choose Report Information.
4. Move to the First month in your fiscal year field and see if the correct month is selected. Edit if necessary.
5. Press OK to save the changes.

I suggest you take a look at her complete post to proceed at this point. 

In case you need to make changes to your reports to meet your company's needs, see this article for the steps: Customize reports in QuickBooks Desktop for Mac. 

Direct your other queries in the comments below, and I'll be sure to take care of them. 

There is no such listing of My Company under Company.   I still cannot resolve same problem after going through this entire thread.

There is still no such My Company in the Windows version of Quickbooks Desktop under Company.

I also am still struggling to resolve why expenses are not showing in P&L

Thanks for joining us here, KallenX.

There's a different way of opening the My Company page in QuickBooks Desktop for Windows. Just go to your Home page, then click My company in the My Shortcuts list. 

With regards to your second question, can you tell us what type of expenses are not showing in your Profit and Loss report? Most of the time, a zero amount when running reports is caused by incorrect dates or accounting method.

Make sure to select the right dates in the Dates section. Then, proceed to Report basis and choose if you're on Accrual or Cash basis. 

Please see these articles about running reports for more details: 

• Customize Reports in QuickBooks Desktop
• Customize Company and Financial Reports

Let me know if that helped you open the My Company page and see you expenses in the reports as well. Don't hesitate to ask follow-up questions if you need anything else. 

I have this same problem which does not seem to be resolved in this thread.  I have also done everything in this thread and cannot get the new COA and Budget line items to show up in reports.  I have correct year and correct starting month.  I have deleted and recreated the budget.  All cells in the new budget line items have values. HELP???

FINALLY, after doing everything suggested in messages, i opened up another report that i do not usually use.  It prompted me to verify the fiscal year, which i did and everything worked!  I had been working from a MEMORIZED report which does not give the option to verify the fiscal year, EVEN THOUGH you can specify the current date range and it gives current data for the line items that are shown.  What it doesn't do is include new account line items.  I hope this can help someone else.  This was a simple fix to a problem that i spent many, many hours trying to figure out.

Thank you for getting back on this thread, ps.  
 

It's nice to hear you've resolved your issues about managing your reports in QuickBooks Desktop.
 

Also, thank you for sharing the resolution you've performed. Your updates or the information you've provided will serve as an opportunity for customers having the same issue. They will have something that they can work on.  
 

We appreciate your effort in letting us know about this. Please let me know if you have any additional queries, and I'll get back to you as soon as possible. Have a great day ahead!