You need to get your story straight. Based on Zack E's post from 2 days after this post, we upgraded our version of QBO to Advanced so that I could "start from an Excel or Google Sheet template. Intervals for your budget can be monthly, quarterly, or yearly. Whichever works best for your business. You can also split the budget by class, customer, or location."
I CANNOT "start from an Excel or Google Sheet" if I want to split the budget by class, customer, or location. What a waste of my time. We upgraded our version specifically for this option. We now have to downgrade our account and request a refund. Is their any way you will refund MY time that you just wasted?
