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Replying to:
BettyJaneB
QuickBooks Team

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I got you covered in running your Budget vs Actuals report, @nonprofit23230.

 

Pulling up the Budget vs Actuals report is a breeze. You can use the Budgeting tool in the system to run your desired report.

 

Here's how to do that:

  1. Go to Gear icon at the top.
  2. Select on Budgeting
  3. Find your budget on the list.
  4. Select the Action ▼ drop-down and then press on Run Budgets vs. Actuals report.

Know that the Budget Overview report summarizes budgets by account. The Budgets vs. Actuals report summarizes accounts alongside your actual account totals. It also shows how much you're under or over budget. 

 

To give you more tips about managing the budget and its report in QuickBooks Online, please see this reference: Learn how to get your budgets into QuickBooks.

 

On the other hand, you can always customize the report based on the information that you need. I've attached here a guide that you can scan through for more details: Learn how to get the most out of your financial reports.

 

If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand.

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