Andrew WA
Level 1

Banking

Hi I'd like to configure/develop a report for projected year end position.

Based on a P&L report by month - where the projection year end position is sum of monthly Actuals YTD + Monthly Budget for remaining months to Year End.

 

Is this possible within QuickBooks rather then exporting as I'd like to use the built in class/fund filters and avoid ledger line alignment issues in exported reports.

Thanks in advance