How can I run a partial year actuals vs budget report against the FULL YEAR's budget? We don't allocate budget by month due to seasonal fluctuations.

It’s great to see you in the Community, execdirector3.

We’ll have to open the Budget vs. Actuals Report and customize it according to the date range you wish to run. With just a few clicks, you can perform this task in QuickBooks Online (QBO).

1. Open your company, tap the Reports menu on the left panel and enter Budget vs. Actuals in the field box.
2. This action will open the statement.
3. From there, click the Report period drop-down and This Year.
4. Tap the Compare another period drop-down and tick the boxes for % Remaining.
5. Press the Run report button for the changes to take effect.
6. Then go to the Total column to see check the amount for Actual, Budget, and % Remaining.

To learn more about managing reports, you can read through the articles below. The following resources will guide you on how to tailor the data on your statement, editor, or copy budgets.

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

Reach out to me again if you still have questions about reports and budgets. I’ll be right here and make sure you’re taken care of. Have a great weekend ahead.

This is not working for me.  We shortened our fiscal year in 2020-2021, so I want to run a report with ten months' transactions against TWELVE month's budget.  Instead this allocates the budget equally over the 10 months which does NOT give me what I need.  See attached.

Thank you for getting back to us and clarifying your concern, @execdirector3.

Currently, there isn't a specific report that can pull up 10 months of data against a 12 budget. As an alternative, you can run each data and export it to an Excel file. From there, you'll be able to compare your 10-month budget to your 12-month budget. Here's how:

1. Run the Budget vs. Actuals report.
2. In the Report period section, customize the date to show your 10 months of data.
3. Click the Export icon and select Export to Excel.
4. Then, repeat the steps for your 12-month budget.

I'm adding this article for more guidance: Export your reports to Excel from QuickBooks Online.

Just in case you need more help managing budgets in QuickBooks Online, you can read this article: Create and import budgets into QuickBooks Online.

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. 

I have been running a partial year actuals vs full year budget every month for over a year until this month. Now it suddenly won't work. What happened? I need that report. We have seasonal actuals that we need to see each month vs total budget.

Please help

What you are telling me to do does not work. The budget column now changes with the customized date. It NEVER did that before. I have been running this report every month for a long time. Now it is different

Thanks for reaching out and providing detailed information about your concern when running the Budgets vs. Actuals report in QuickBooks Online (QBO), @lmccarthy.

I've checked our records and haven't found any incident similar to this. So, I've replicated your issue on my sample file and verified that it's working well on my end and showing the correct information.

To further investigate the issue you're having, I recommend opening your account in a private (incognito) window. You may have encountered a problem with your browser caused by too much cache being saved on your browser and creating unusual system behaviour. 

Here are the keyboard shortcuts to open a private browser:

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

Once you've login via a private window, open the report again. If it looks good, go back to your regular browser and clear its cache. You can also use another supported browser as an alternative.

To learn more about how to run a report in QuickBooks Online, visit these articles:

• Run reports
• Customize your reports in QuickBooks Online

Please know that you're welcome to post here anytime you need help. I'm more than happy to work with you. Have a great day and more success in your business!

@lmmccarthy, I've never been able to make that work.  I have to produce quarterly actuals to date vs. annual budget.  I run the Actuals vs Budget report, customize to be quarters vs. total, and then export to Excel.  In Excel I hide the quarterly budget columns (we don't allocate budget by quarter or month) in each quarter, and leave the actuals, budget, over budget and %of budgets for the Total section. I re-label the Actuals column "Actuals YTD". 

You can't delete columns, but have to hide them, because deleting messes up the spreadsheet formulas.  If it's early in the year I also hide quarters yet to occur.  One caveat:  if I run this say in the 3rd quarter to produce a report for quarters 1 and 2, and there are transactions in the 3rd quarter, I zero those out before hiding the columns.  Again, can't delete, just zero to avoid messing up formulas.

Here's a brief video that demonstrates it. Pardon the typo in YTD and the dog barking!

Should work for monthly reports too.  Good luck, hope this is some help!  

Hi execdirector3!

Thank you very much for sharing what you've done to be able to achieve a partial actual vs budget report. I'm sure there are a lot of happy users out there who can follow your process.

Feel free to keep on sharing your expertise and experiences with your fellow users. Take care and have a good one!