Profit and Loss by month and class with budget comparison

HC13 · ‎March 10, 2020

Hi,

I'm working in QB Advanced. I have classes set up with a budget by class. I want to get a profit and loss report with columns for each month and class and beneath that actual vs budget. Is there any way to get this in QB? It seems like I will have to combine the budget v. actual and the monthly P&L offline in Excel instead as one QB report gives me budget with no monthly options and the other gives me monthly with no budget options.

Anyone?

Thanks,

vpcontroller · ‎March 10, 2020

@HC13

"It seems like I will have to combine the budget v. actual and the monthly P&L offline in Excel instead"

I agree.

john-pero · ‎March 10, 2020

Copy/paste

Make sure that you select "all" accounts to display or export to excel, not just cells with data - makes the copy/paste by column that much easier

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Profit and Loss by month and class with budget comparison

Profit and Loss by month and class with budget comparison

Profit and Loss by month and class with budget comparison

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