Thanks for joining the thread, @lbrown-citymission.
In QuickBooks Desktop (QBDT), we can customize the budget report to the specific month.
Here's how:
- Go to the Reports menu.
- Hover over Budgets & Forecasts, and then choose Budget vs. Actual.
- From the Budget Report window, click the drop-down arrow.
- Choose the specific account you want to run and then Next.
- Click the Select a report layout for the budget report drop-down arrow, then choose Account by Month.
- Select Next.
- Click Finish to create the report.
Once done, click the Print drop-down arrow from the Profit & Loss Budget vs. Actual. Then, choose Save as PDF. After that, create the File name and then click Save.
To import those PDF, you can visit to this link: Export or import Intuit Interchange Format (.IIF) files.
I've also added these articles for additional reference:
As always, feel free to visit our QuickBooks Community help website if you need tips and related articles in the future.
Don't hesitate to drop a comment below if you have other questions. I'm always happy to help. Take care!
