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QuickBooks Team

Re: Can a budget amount be set per class instead of per account?

Thank you for joining the thread, @millerdq.

 

I'd be glad to help set a budget amount per class across all accounts.

 

The steps provided by my colleague above is correct in setting up a budget by class. However, to create a budget per class across all accounts, you'll need to enter the budget amount by class in the Accounts section.

 

Here's how:

 

  1. In the Budgeting section, select Class in the drop-down arrow for Subdivide by.
  2. In the Add subdivided budget for drop-down, select which class you'll add.
  3. Click Next.
  4. Select the Class in the View budget for drop-down, then enter the budget amounts in the class for each account.
  5. Once done, click Save.

 

Then, please repeat steps 4 and 5 for the rest of your class.

 

You might also want to read these articles to learn more about classes and budgets: 

Fill me in if you have other questions about managing budgets in QuickBooks Online. I’ll be always around to help.