Benjamin_W
Level 1
‎June 12, 2024 10:41 AM

Can I Create a Budget vs. Actuals report AND Include a Column for Prior Year Actuals?

I want to run a budget vs. actuals for 1/1/24 through 5/31/24 and include a separate column for actuals from 1/1/23 through 5/31/23. So the report columns would read: 2023 Actuals, 2024 Actuals, 2024 Budget, Over Budget. 

It seems like this should be straightforward but I cannot figure it out. Any help would be appreciated. 

 

 

 

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Candice C
QuickBooks Team
QuickBooks Team
‎June 12, 2024 11:44 AM

Account management

Hey there, @Benjamin_W. 

 

It's great to see a new face here in the Community! 

 

I can see how beneficial this could be for your business. However, the results you're wanting on this exact report isn't available at this time. 

 

I do recommend submitting your feedback to our Product Developers so they can consider adding this as a new function within this report. Here's how: 

 

  1. Go to the Gear icon in the top right-hand corner. 
  2. Tap the Feedback option. 
  3. Enter your suggestions. 
  4. Hit Next to submit the feedback. 

 

If you have any other questions, don't hesitate to ask. I'm only a post away! 

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