Can I customize the monthly actual vs budget report to include year to date amounts?

Thank you for your inquiry. Yes, you can filter the reporting period in QuickBooks Online (QBO).

Here's how:

1. Go to Reports.

2. Select Budget vs. Actuals.

3. In the Report period, choose Custom.

4. Edit the date range to include the year-to-date.

5. Click Run Report.

If you want to create and manage budgets in QBO to effectively track your actual revenue and expenses, check out this article for guidance: Create, Edit and Delete budgets.

Moreover, to enhance your QuickBooks experience, consider collaborating with our QuickBooks Live Expert Assisted team. These financial professionals specialize in streamlining the reclassification process and providing guidance to keep your books accurate.

Additionally, I'm adding these additional resources that you can use for effective financial report management:

• Customize reports in QuickBooks Online
• Memorize reports in QuickBooks Online

Please let us know if you have any other questions or customizations you would like. We will be more than happy to assist you further. Have a wonderful day.