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deedurham-dca-ne
Level 2

Report not showing all revenues/expenses

When I run a Budget vs. Actuals report, not all of the revenues and expenses show up in the Actual column.

 

When I run a YTD vs. Previous YTD Profit & Loss Report, they all show up accurately for this year.

 

Can anyone help figure out why they do not show up in the Budget Vs. Actuals report? I have tried "All Lines," All Non-Zeros, and All Active.... none make a difference

 

Thanks for any help.

4 Comments 4
SashaMC
Moderator

Report not showing all revenues/expenses

Good afternoon deedurham-dca-ne, 

 

Nice to see you here in the Community! Let's customize the report to Only accounts with budgeted amounts option. This helps us see budgeted amounts link to an account when creating the transaction. 

 

  1. Select the Gear icon.
  2. Click Budgeting.
  3. Select the drop-down arrow under the ACTION column and choose Run Budget vs. Actuals report.
  4. Click Customize.
  5. Select the upside-down triangle next to Row/Columns.
  6. Place a checkmark in the box next to Only accounts with budgeted amounts.
  7. Click Run report.

 

I have included a video presentation below to guide you.

 

That should do it! Let me know how the report is looking now. If you still have issues, please reach out to us! We are here to help. Until then, take care. 

 

deedurham-dca-ne
Level 2

Report not showing all revenues/expenses

Ok, thanks.  I have not tried what you suggest yet, but that seems to be the OPPOSITE problem.

 

I WANT things that are actual expenses/revenues that are in lines that do not have a budget amount to show up, but they are not.  Not in the BUdget to Actuals report anyway. They show up in Profit & Loss report.

deedurham-dca-ne
Level 2

Report not showing all revenues/expenses

Ok, I don't know why, but I went in the way you said (rather than in from the Reports menu) and I did leave that box unchecked, BUT IT WORKED!!  YAY! Many, many thanks!

 

I do not know why that would make a difference!?  It shouldn't!  BUT thank you!!!


Dee

Tori B
QuickBooks Team

Report not showing all revenues/expenses

You're most certainly welcome, @deedurham-dca-ne.

 

I'm happy that the steps my colleague provided above worked for you. Please know that you can reach out to the QuickBooks Community at any time. 

 

Take care and have a great week ahead! 

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