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July 17, 2025
Question

Can I run a budget vs. actual report and condense some of the account categories?

  • July 17, 2025
  • 1 reply
  • 16 views

Can I condense a budget vs. actual report, so I don't get all the accounts?

1 reply

QuickBooks Team
July 17, 2025

Yes, @stephen68. You can filter the specific accounts you want to display in the report.

 

To customize the report, please follow these steps:

 

  1. In the Budget vs. Actual report, hit the Customize.
  2. Select the Filter dropdown and choose the desired account.
  3. Once you’ve made your selections, click Run Report.

 

For more detailed guidance on customizing a report, feel free to check out this article: Customize reports in QuickBooks Online.

 

If you have any further questions, don't hesitate to reach out. We're here to assist you anytime.