Hi there, accounting33. Yes, you can set up your budget by class. Let me show you how: Create a new budget in the Budgeting section. Select Class in the drop-down arrow for Subdivide by.Select which class the budget is for in the drop-down arrow for Add subdivided budget for. Click Next.Enter the budget amounts in the class that's selected in the drop-down arrow for View budget for.I also have screenshots below for more details. Leave a reply below if you have other questions.

Hours

Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST

Product support & help

Need help signing in?

lindak1119

Level 7

Question

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

Forum|Forum|7 years ago
January 4, 2019
16 replies
61 views

No text available

QuickBooks Online

JenoP

QuickBooks Team

Hi there, accounting33.

Yes, you can set up your budget by class. Let me show you how:

Create a new budget in the Budgeting section.
Select Class in the drop-down arrow for Subdivide by.
Select which class the budget is for in the drop-down arrow for Add subdivided budget for.
Click Next.
Enter the budget amounts in the class that's selected in the drop-down arrow for View budget for.

I also have screenshots below for more details. Leave a reply below if you have other questions.

millerdq

Answer appears to be a budget by Class within Account; question is for a budget by Class instead of Account.

ch010101

I'm frustrated as we're trying to accomplish the same thing, and no one seems to really understand the issue. I get that you can toggle between classes and fill out a detailed budget for each class, but I would like to have the rows be classes, with no accounts appearing whatsoever. We don't need the complexity and detail of having to budget by account for each class; we just need a high-level view for how we're doing in each class.

dirfin

I set my budget up by account and it all went to one class. If I run a budget to actual the budget amounts dont show under the right class. I can do a 2nd budget by class but dont understand this. Do I have ot enter each separate class budget. How would I run a consolidated report?

Sign up

Login with SSO

Let's get you signed in

Login with SSO