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carenf
November 21, 2025
Question

can I create a budget v actual performance same as was in desktop?

  • November 21, 2025
  • 2 replies
  • 18 views

I need a report budget vs actual o=for the month, ytd month end and annual budget

2 replies

MariaSoledadG
MariaSoledadGQuickBooks Team
QuickBooks Team
November 21, 2025

Hi, there Carnf. Currently, QuickBooks Online (QBO) Budget vs Actuals report doesn't support displaying MTD, YTD, and Annual Budget simultaneously in one report, as Desktop does.

 

In QBO, the Total column only reflects data for the specific date range you select and does not provide cumulative YTD view when in a single month. 
 

Your options would be : 

 

  • Export to Excel - run separate reports (monthly, YTD, annually) and combine them manually in Excel.
  1. Go to the Reports menu on the left panel.
  2. Search for the Budget vs Actuals report . Run it accordingly. 
  3. Select the Export dropdown, then select Export to Excel.
  4. Save the file somewhere you can easily find, like your Downloads folder or your desktop.

  • QBO Advanced with Spreadsheet Sync: If you are using the Advanced version, use Spreadsheet Sync to pull budget and actual data and create a custom layout.
  • Third-party apps: Use reporting apps for more flexible budget reporting. See the Screenshot below on how to locate for one.

     

Feel free to leave a comment below if you need further assistance when creating Budget vs Actuals reports. We're here to help. 

T
tlm59
New Member
March 4, 2026

Well, I am just going in to run my February budget reports and since January they have now messed with the YTD report v actual.  When I run the report, the Budget column only displays the full annual budget, not the budget totals for January-February.....????!!!!!   how can I get it to run properly?  VERY FRUSTRATING as I ahve 11 clients that use this report format.....ugh

M
MoiraskyeTQuickBooks Team
QuickBooks Team
March 4, 2026

Hi there, @tlm59. I understand how challenging it is to run a report. The budget column displays based on your budgeting configuration. Please verify that you have selected the correct option in the Budget dropdown.

 

Verify the Report Period to confirm you have selected the correct dates for the run.

 

 

If the correct budget and report period are selected, let's review the budget itself to check if the correct amounts are set per month.

 

Here's how:

 

  1. Access the Gear icon.
  2. Navigate to Budgeting in the Tools section.
  3. Choose a budget and select Run the Budget vs. Actuals report dropdown.
  4. Click View/Edit.

 

You can use this to adjust the amounts that require correction.

 

We are always here to assist you with any concerns you may have regarding your QuickBooks Online report. Please reply to this post if you have any additional concerns.

ShyMae
ShyMaeQuickBooks Team
QuickBooks Team
November 25, 2025

Hi @carenf,

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

Please let us know if everything is now working as expected or if you're still experiencing any problems.

We'll be glad to assist further if needed.

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