Hello, GCFI.
I understand you want to generate and track the grant level and create a multi-year budget. However, this is not available in QuickBooks Online. You can follow my colleague LeizylM's workaround above on how to track grant levels and create a multi-year budget.
When it comes to creating a multi-year budget in QuickBooks, utilizing a third-party app can be an effective solution. These apps can integrate with QuickBooks to provide additional features and functionality for budgeting. One of the advantages of using a third-party app is that it can simplify the process of creating a budget by automating tasks such as data entry and calculation. This can save you time and reduce the risk of errors.
Another benefit of using a third-party app for multi-year budgeting is that it can provide more advanced features than QuickBooks alone. For example, some apps offer forecasting and scenario planning to help you make more informed decisions about your budget. Additionally, some apps provide customizable reporting and analysis tools to help you track your progress and identify areas for improvement.
To find the right app for your business needs, browse the QuickBooks App Store, which lists all the available apps, features, user ratings, and pricing information. You can also filter the search results based on your specific requirements.
When managing them, you can refer to this article to set this according to your preference. You can edit, delete, or run budget reports to keep track of your budget goals: Create budgets in QuickBooks Online.
On the other hand, you can assign classes to it to represent meaningful segments in your company: Set budget targets for each class in QuickBooks Online.
Please remember that our forum page and this thread are open for any further queries or concerns. Have a great day, and take care!
