Quickbook Desktop Budgetting

Good day, pc28.

My colleague, ZackE, has already answered a similar question you've posted. You can view her answer through this link: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-multiple-budgets-for-sam..., where he explained everything you need to know about setting up budgets in QuickBooks Desktop.

If there's anything else you need help with, let me know by adding a comment. I'm more than happy to assist you. Have a great day!

Thanks CharleneMae_F, but that reply actually didn't help me one bit. Giving feedback to QBs (which is what ZackE said to do) doesn't help my issue! I still can't create 2 budgets for the same year, is there absolutely no workaround possible?

Hello @pc28,

I appreciate you for getting in touch with the QuickBooks Community about the feature you need. Allow me to provide clarification about entering budgets in QuickBooks Desktop.

I know the importance of having most of the features you need in the program. Tracking budgets and other important data is crucial for those running businesses.

I would also look for solutions or workarounds to effectively manage cash flow and other important things. However, tracking multiple budgets in a single year is unavailable in QuickBooks.

As of now, there's no workaround yet about the feature you need in our program. That's the reason why my colleague encouraged you to submit feedback.

We'll directly forward your suggestions to our product engineers. They continue working to improve QuickBooks by running program updates based on user feedback.

Also, you can visit the New Features section from the Help tab to stay up-to-date with any new features and options. Here's how:

1. Click the Help tab at the top menu bar.
2. Select New Features.
3. Choose either New Feature Tour or What's New.
   

You can review your budgets and forecasts by running reports. For more details about the process, I've attached this article: Create a budget or forecast in QuickBooks Desktop.

Keep me posted in the Community space for any concerns you may have with creating budgets. I'll be around to help. Have a great day.

I also would like to be able to create multiple budgets for the same year. This is a definite deficiency in the current software.

Hello there, NTurps.

There are indeed instances where you need to create multiple budgets for the same year to plan your finances accordingly. However, this feature is currently unavailable in QuickBooks Desktop.

Therefore, I recommend sending feedback directly to our product engineers. They can take note of your ideas and incorporate them in future product updates, ensuring the program meets different business needs.

Here's how: 

1. Proceed to the Help option, then select Send Feedback Online.
2. Choose Product Suggestion and enter your product suggestion when the pop-up window displays.
3. Click Send Feedback.

On the other hand, you might want to scan these resources for guidance on gathering valuable insights from your finances for more effective business planning:

• Understand reports
• Customize reports in QuickBooks Desktop

Feel free to add a comment in this thread if you have additional questions when generating a budget or other related concerns in QuickBooks Desktop. We'll be around to help.