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Replying to:
FateCandylaneT
QuickBooks Team

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I appreciate you getting back here on this thread, Shirleyruth. 

 

As QuickBooks aims to provide a seamless process when completing budget tasks, the annual value entered will automatically be divided for the entire twelve months. As a workaround, you can export the budgets to an Excel file and manually input specific values for the year, then import them to your account. To do this:

 

  1. Go to Settings and choose Budgeting.
  2. From the Budgets page, click on the Export/Print dropdown and select Export to Excel.
  3. Save the file to your local documents.
  4. Manually input the value required for each month.

 

Once everything looks good, you can import the modified Excel file from the Budgeting center. I've added a screenshot below for reference.

 

 

I'm also including this guide to help you track and review business finances in your account: Run reports in QuickBooks Online.

 

I'll keep an eye on this thread for any additional queries you may have when managing budgets in your file. Just reply to this post, and I'll make sure to get the help you need. Stay safe and have a good one.

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