Budget Overview Report -- account not showing

Hello there, @nrhodes51.

Thanks for reaching out to us. I'm here to help and resolve the issue on the Budget Overview report so you can back to your business.

In this case, there's a possibility that when you created a budget, one of your accounts was not included. To resolve this, you'll need to set up a new one. 

Let me walk you through the process: 

1.  At the top menu bar, click Company.
2. Go to Planning & Budgeting.
3. Select Set Up Budgets.
4. Choose Create New Budget.
5. Specify the budget year, then choose between Profit and Loss and Balance Sheet.
6. (For Profit and Loss Budget) Specify an additional criteria of either Customer:Job or Class (if class tracking is on).
7.  Select whether you want to: Create budget from scratch: Manually enter amounts for each account that you want to track. Create budget from the previous year's actual data: Let QuickBooks Desktop automatically enter the monthly totals from last year for each account in the budget.
8. Select Finish. 

For additional reference, you can check this article: Create a budget or forecast in QuickBooks Desktop.

Once done, you now now pull up the Budget Overview report and select the budget you created when generating the report. 

If you need further assistance with the steps, i recommend calling our QuickBooks Desktop Support Team. They have additional tools to pull up your account and do a screen share. 

Here's how you can contact our phone support: 

1. Click this link: https://help.quickbooks.intuit.com/en_US/contact.
2. Select US version of QuickBooks Desktop, and click Contact Us.
3. Type-in Customer Care on the search bar.
4. Click Get the phone number below. 

That's it! Please let me know how it goes. If you have other concerns about Budget Overview report, don't hesitate to leave a comment below. Wishing you and your business continued success. 

There is no need to set up a new account or a new budget.

It also doesn't matter if the account is Active in Chart of Accounts. In the tools of Budgeting and financial reporting, the word "active" means In Use. Not Make Inactive for purposes of Seeing it, or not, in the COA and in dropdowns.

If you Budget it as 0, it should show. It also matters if this is a Parent Level account or not, with subaccounts.

And in Reporting, go to the Customize, Display tab, bottom right, and if there is an Advanced Button, click on it. Here is where you control selecting NonZero or All, or only Rows/Columns with values.

Yes, exactly: "If you Budget it as 0"

There was never a need to make any New things at all. Glad you figured out the oversight. Thanks for the follow up.

Hello there, 

    I am actually having the opposite of problems and after months of trying to troubleshoot I am stumped. My budget overview is pulling up budgets and accounts that are not in the budget I have selected. They are not even active accounts. I have tried many many things. My quickbooks desktop is up to date. Please any advice I would surely appreciate it. 

Hello, elimefc. 

I appreciate you for letting us know about the steps you've tried to resolve this issue. Don't worry, we will work this together. 

Since, your QuickBooks Desktop is up to date. Lets go ahead and utilize the Verify and Rebuild Data tool that helps identify and repairs data issues within your company file.

To start, use the verify tool to scan your company file for errors or damage: 

1. Go to the File menu.
2. Choose Utilities. 
3. Pick Verify Data.
4. Click OK to close all windows. 

If you see the message “Your data has failed the integrity check”, rebuild your company file. If there are no problems with your data, you’re done.

To rebuild your data: 

1. Go to the File menu.
2. Choose Utilities. 
3. Pick Rebuild Data.
4. Click OK to close all windows. 
5. QuickBooks will ask to make a backup before rebuilding your company file, select OK. If you don’t want to do a backup, select Cancel to continue rebuilding your company file.
6. Press OK when done.

For more details about the Verify/Rebuild process, check this article: Verify and Rebuild Data in QuickBooks Desktop.  

If the same thing happens after verifying rebuild, you might want to contact our customer support team so they can look into your account. They have the resources and help you with it. 

Please let me know if there's anything else I can help you with. I'm more than happy to work with you. Keep save and more success in your business!