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pmh5
Level 1

Budget Overview: Accounts vs. Months, by Class

My nonprofit uses 8 classes in QBO to track revenues and expenses in different programs, as well as to separate out program expenses from management and fundraising expenses as required by law. So, we budget by month, by account, AND by class. I understand how to populate a budget in QBO at this level of detail, but I cannot figure out how to produce a single report that shows all three dimensions -- for example, Budget Overview with Accounts vs. Months selected, showing one class at the top, then the next class, then the next, etc. Or some other way. I know that I can use filters to produce 8 separate reports, but that is not what I am looking for. Am I missing something? Thank you for your assistance.

Solved
Best answer August 13, 2022

Best Answers
JessT
Moderator

Budget Overview: Accounts vs. Months, by Class

Hi pmh5,

 

I see how important it is for you to be able to produce a budget report grouped by classes. While this isn't a feature in QBO, you can export your budget report to Excel and manually arrange the data to get a budget per account per month for each class.

 

I also encourage you to submit feedback about this so our product development team can create enhancements in future updates. 

 

You can always visit us back in this thread if you have any other questions. Take care and have a good one.

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2 Comments 2
JessT
Moderator

Budget Overview: Accounts vs. Months, by Class

Hi pmh5,

 

I see how important it is for you to be able to produce a budget report grouped by classes. While this isn't a feature in QBO, you can export your budget report to Excel and manually arrange the data to get a budget per account per month for each class.

 

I also encourage you to submit feedback about this so our product development team can create enhancements in future updates. 

 

You can always visit us back in this thread if you have any other questions. Take care and have a good one.

pmh5
Level 1

Budget Overview: Accounts vs. Months, by Class

Thank you for your response. 

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