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Join nowMy budget is still not showing in my reports. we don't budget by month, we budget by fiscal year
I’m glad to provide some information to ensure your budget will show up on your reports, @DA27.
Thanks for reaching out to the Community for assistance. I have several instructions so you can see your budget figures and able to continue running the business.
First, make sure the correct Fiscal Year is used for reporting. To check if it matches your company settings, follow the steps below:
If the information is correct, you can recreate the budget for the same Fiscal Year. Then, launch a new Budget vs. Actual report to compare if it does the same thing. Refer to the steps stated in this article to set up a new budget in QuickBooks Desktop.
After, you can delete the old one to avoid duplicate entries. Here’s how:
You might want to read this article in case you want to memorize the report for future use. It also contains complete steps to access and modify them.
Let me know how these steps work on your end. I'm always here to help. Have a great day!
I have done all of this and my budget still doesn't show up in the reports.
When I set up my budget I only enter one amount for each budget item and I have entered them in July when our fiscal year begins. This is really frustrating - I need to get my financial reports done and I can't move forward. I've attached a screen shot of what I have entered any help would be greatly appreciated
Hey there, @DA27.
Thanks for following up with us and trying all the suggested steps provided by my colleague above.
To clarify, is this happening to all users? If so, I recommend running a Verify on your company file. A verify will scan your file for any potential data integrity issues that can cause concerns like this. I've included some steps to run a verify below.
You can see more details about repairing data integrity issues in Resolve Potential Data Issues.
Please check back here if you're continuing to have problems with your budget. I'll be here every step of the way. You can reach out to the Community at any time. Take care!
That did nothing :( I don't know what else to do to but download my reports and manually enter my budget numbers - so frustrating.l
Hello again, @DA27. I want to ensure this gets resolved for you.
Since the troubleshooting steps provided above didn't rectify the problem, I recommend getting in touch with the Technical Support Team for further assistance. They can perform a screen-sharing session and check your account to deep investigate the root cause of the problem why the Budget report is not showing.
To reach them, here's how:
Check out this link for ways on how to connect with us: Contact QuickBooks Desktop support. Ensure to review their support hours so, you'll know when agents are available.
Let me know how it goes and if there's anything else you need. I'm here to help. Take care!
@DA27 wrote:My budget is still not showing in my reports. we don't budget by month, we budget by fiscal year
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