QB Issue Resolution:

You can consider customizing and exporting the Budget vs Actual report to Excel to have the prior years actual with the current year actuals and budget numbers. Let me guide you on how to customize and export the report.


  1. Go to the Reports menu.
  2. Select Budgets & Forecasts.
  3. Choose Budget vs Actual.
  4. Customize the date range to three years of the prior year.
  5. Click the Excel drop-down, then select Create New Worksheet.
  6. Hit Export.

From your exported report, you can hide the budget columns on the prior year to show just the actual columns. Once done, you can now compare the current year actuals and budget numbers.┬áThis way, you’ll be able to plan for the future budget of your business.


You can read these articles for your reference:


In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBDT Self-help.


Resolution for Issue 'Customized Budget to Actual Report' available: Yes (Solved).
Source: Intuit Community forum.

Customized Budget to Actual Report: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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