is there a way to create a budget v actual report for March 2025 and YTD as of March 2025?

QuickBooks Online is unable to create a single report combining both Budget vs. Actual for March 2025 and YTD figures as of that month, Ann. Let me offer an alternative way to achieve your goal.

You can generate individual Budget vs. Actual reports specific for March 2025, and separate Year-to-Date (YTD) reports up to that month.

Here's how to do it:

1. Navigate the Reports tab
2. From the search bar, enter the Budget vs Actuals report.
3. Set the Report period to the desired date.
   
4. Click Run report.
   
   

To merge the reports, you can consider exporting them to Excel and manually consolidating the data to get the information you need.

You'll want to send your feedback directly to our product engineers. Your input is valuable in helping them enhance our services.

Check out the customized reports in QuickBooks Online to learn how to tailor your report. Then, save its current customization for future use.

Should you require additional help accessing or understanding these reports, Ann, I'd be happy to assist you through the process.