Let me help you compare your current year's budget with your actual from last year, Rick.
You can generate a Budget vs Actual report in QuickBooks Online. In this report, the year of the budget and the actual should be the same.
Alternatively, you can run separate reports for each year and compare them manually in Excel. I can guide you through the process.
- Go to Reports, then select Budget vs. Actuals.
- Set the Report period as This year or Last year.
- Review the report details.
- Once you're good, click the Export button next to the printer icon at the top right of the report.
- Choose the Export to Excel option.
I'll add this supplementary article to help you manage your budgets effectively: Create budgets in QuickBooks Online. In case you want to set budget targets for each class, you can also check out this article for guidance: Set budget targets for each class in QuickBooks Online.
You can always get back to this thread if you have further concerns running a report for your budget and actual. We're still ready to back you up.
