Budget vs. Actuals Report one month budget vs that month actuals

Hi there, MelissaC.

I hope you're having a great day! Monthly Budgets vs. Actual report is achievable in QuickBooks Online. I'll be happy to show you.

When creating a budget, there's an option to select a monthly interval. This allows you to run the report you need and save it for future use.

Here's how:

1. Go to the Gear icon and then Budgeting.
2. Click Add budget.
3. In the Name field, enter a name for the budget.
4. From the Fiscal Year dropdown, choose the fiscal year you’re creating the budget for. 
5. From the Interval dropdown, pick Monthly. 
   
6. Select the actual date year from the Pre-fill data? dropdown if you’d like QuickBooks to prefill your budget with the actual data from your chart of accounts. 
7. Use the Subdivide by dropdown to subdivide the budget further. 
8. When you’re ready, hit Next. 
9. Enter your budget for each account for each month. 
10. Once done, select Save and close.

You may also copy an existing budget instead of starting from scratch. Read through this article for more info: Create budgets.

After that, follow these steps to pull up a monthly report:

1. Go to the Gear icon and then Budgeting..
2. Find your budget on the list.
3. In the Action column, click the Edit dropdown, then select Run Budgets vs. Actuals report.
   
4. Modify the reporting date and then Run report.
5. Click on the Save customization button.
6. You may add this to a group and select whom you want to share it with.
7. Hit Save.

I'm excited to hear how it goes and let me know if you have other questions about the budget report. I'll be sure to get back as soon as I can. Take care always.

Thank you for your response,  LieraMarie_A. Please see the screenshots below to hopefully get a better understanding of what may be going on and how I can create this report:

My budget has already been created. It is by Month, and I have classes. Each class is assigned a budget within the accounts.

As you see the Budget vs Actuals report run per your instructions, does not display the budget in the report.

Thank you for any assistance that can be offered!

Thank you for your prompt reply and snapshots of your concern, @MelissaC. It gives me better insights into this matter.

I’ve replicated this issue to come up with a resolution. Then found out that the budget amounts are showing on their respective columns. To sort out this matter, I recommend deleting and recreating the budget you’ve created. This way, the system will trigger to reflect the said amounts.

You also want to perform some browser troubleshooting steps. This may be caused by a stored cache in your computer. Doing so can eliminate common errors in your company file. To start with, let's launch the website in a private or incognito browser. Your browsing history won't be saved in this mode, which also aids in isolating any website problems.

Here are the keyboard shortcuts:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

If you're able to do so, let's clear the browser's cache. It's also best to use supported browsers to have the most secure experience with QuickBooks.

Furthermore, browse this article to learn how you can export reports if you want to use them outside QuickBooks. 

Let me know if you have more concerns about the budget report. You can always ping me here to assist you. Stay safe!