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lewwarren123
Level 1

Why doesn't my newly created budget show in the Report List?

 
1 Comment 1
jenop2
QuickBooks Team

Why doesn't my newly created budget show in the Report List?

There are a couple of reasons why a newly created budget does not show up in the report, lewwarren123.

 

First, check if there are filters in your report. Specifically, go to the Report period section and choose the date of the newly created budget.

 

rp.png

 

Next, make sure there are amounts or entries in the report. QBO will not show any data in the report if there are no entries in the budget.

 

After that, go to the Budgeting section to find the report. Here's how:

 

  1. Go back to the Budgeting window, then find the one that you just created.
  2. Proceed to the Action column, then choose either the Run Budgets vs. Actuals report or the Run Budget Overview report.

 

budget 2.png

 

Here's an article for more details about this feature: Create budgets.

 

Don't hesitate to tap on our QuickBooks Live Expert Assisted Team if you need some extra hands when managing budgets, financial reports, and other tasks in QBO.

 

Let me know if you need anything else.

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