Class Budgets

I'm here to make sure you can get the necessary details for your report, @Lori01.

At this time, running a budget by class report is unavailable in QuickBooks Online. As a workaround, you have the option to export the Budget Overview and Transaction Detail by Account reports to Excel. Then, customize it from there. This way, you'll get your desired information in one report.

1. Go to the Reports menu.
2. In the Find report by name field, type in "Budget Overview" or "Transaction Detail by Account," then press Enter.
3. From the report page, select the Export icon.
4. Select Export to Excel.

I've also added some helpful articles that you can use in case you'll need to run and export basic reports. It also includes the list of available reports in your subscription:

• Run reports in QuickBooks Online
• Export your reports to Excel from QuickBooks Online
• Reports included in your QuickBooks Online subscription

• Run reports by class

Reach out back to me if you have other questions. I'm always here to help. Have a fantastic day!

Thanks for the reply, suggestions, and links.  

The export in spreadsheet form doesn't include any of the amounts, just zero's.   So I did it in pdf to convert to a spreadsheet.  The amounts are there but there's no third level COA included and the formatting gets messed up with combined cells.

The other problem is that I would like all class budgets on one report with a total of them at the end.  In the QuickBooks training for nonprofits, they promote setting up the different categories as it's needed on the IRS form 990: management, fundraising and program services.  If done correctly, the total of all these will be the complete organizational budget.  But how do I get them all added together without a lot of manual manipulation?  

Thanks for the help.  It's greatly appreciated.

Lori

Hi Lori01. 

Thanks for dropping by the Community this morning. Based off of your description of what's going on and what you need added and changed. Your best course of action would be to reach out to our support team, they will be able to guide you in a private and secure 1-on-1 setting through a screen share tool. To reach them, you'll want to follow these steps:

1. Sign in to your QuickBooks Online company.
2. Select Help (?) at the top right.
3. Enter your concern, then select Let's talk.
4. Select Contact Us to connect with a live support agent.
5. Choose a way to connect with us:
   • Start a chat with a support expert.
   • Get a callback from the next available expert.

If there's anything else we can assist you with or if you have any other questions, feel free to post here anytime. Thanks for dropping by and have a lovely day. 

Hi there

is there an update to this? we really need to run a report that shows all class budgets in columns with a total at the end. Why isnt this possible? 

Non profit founder

Fan

Hello there, Fanfan234.

I'm here to give details about running report to show the information you need.

You can run the Budget vs Actual report and customize it to show all classes. Before running the reports, please ensure that budget and class already set up.

Here's how:

1. Go to the Reports menu.
2. Look for Budget vs. Actuals in the search box.
3. On the upper right part of the report, click on Customize.
4. Under the Rows/Column drop-down, click on Location vs Classes (or Accounts vs Location, depending on the category you're using) under Show Grid.
5. Click on Run Report.

In addition, feel free to read this resource for more information about managing the budget in QuickBooks Online: Create and import budgets into QuickBooks Online.

You can always post a comment here if you have other concerns or questions about customizing your reports. I'll be here to help you.

I ran the report as you suggested except that I don't use locations so it is by Accounts vs. Total.  It does a good job combining all the actual income and expense of the different classes into one column.  What it isn't giving me is a combined total of all the budgets.  So, I can't compare the total of all organizational actuals to the total of all the class budgets combined.  An organizational total (budget) instead of separate class totals (budgets).    

Hello, Lori01.

The option to combine total budgets in one report is unavailable. You'll want to export each budget report and then combine it from there or manually compute the budgets to get a total amount.

Feel free to use these articles in handling your budgets and reports:

• Run reports in QuickBooks Online
• Create and import budgets into QuickBooks Online

Let me know if you have other questions so I can help you with them. Take care and stay safe!

I hear you, Lori! Why is this so hard?

Can this be done in QuickBooks desktop, and if so, where can I get training or documentation to help me through this?

Hi 220096651!

Welcome to the QuickBooks Community! I'll be happy to guide you through creating class-budget reports.

QuickBooks Desktop has an option to create a budget for profit and loss per class. Then, you can run budget reports for each class as well.

Create a budget:

1. Go to the Company menu and hover over Planning & Budgeting.
2. Select Set Up Budgets and choose Create New Budget.
3. Set the fiscal year for the budget, then choose Profit and Loss and select Next.
4. Add Class tracking as an additional criterion.
5. Select either Create budget from scratch or Create budget from the previous year's actual data.
6. Select Finish. Select a class and enter the budget per category and click Save. Repeat the same steps to add a budget for another class.

Run a budget report for each class. By default, the reports will show the total budgets of all classes, but we can filter one or multiple classes at a time. You can export the budget report for each class to Excel or click Memorize to save them as a personalized report.

1. Go to Reports and choose Budget & Forecast.
2. Choose any budget report.
3. Choose whether you want to run a budget report for Balance Sheet or Profit and Loss. Let's select Profit and Loss this time since it's the one that has a class option.
4. Click on Customize Report and choose the Filters tab.
5. Select the Class filter and choose which class you want to see the budget for first.
6. Click OK. Click on customize report again to filter another class.
   

Here's an article for your additional reference: Create a budget or forecast in QuickBooks Desktop.

You can always go back to this thread if you have more questions about creating budget reports. Take care and have a good one!

I'm checking to see if there has been up date on the Budget vs. Actual reports that combines all classes to show the totals for the company?  Hopefully.....??

I'm checking to see if there has been an update for running the Budget vs Actual report to include all classes?  Hopefully????

Hi, KarlaSD. 

Currently , the option to run a report including all classes is unavailable. As a workaround, you have the option to export the Transaction detail account report and the Budget vs the Actual report to excel then customize it from there. 

Here's how:

1. In QuickBooks, go to the Reports menu and select Reports Center.
2. Find the report.
3. Select the Excel on the toolbar. You can also select Print or Email to save the report as a PDF.
4. To create a new Excel workbook, select Create New Worksheet.
5. When you’re ready to export, select OK. To open the report in Excel, you can also select Export.

To give you more details on how to do this, you may see this link: Export reports as Excel workbooks in QuickBooks Desktop.

I'm also adding here some links that you can check out about the reports available in QBDT and on how to customize them: 

• Understand reports
• Customize reports in QuickBooks Desktop

If you have further questions about exporting Reports, don't hesitate and reach back out. I'm always here to help out.