Producing Budget Reports

You can produce several budget reports in QuickBooks, comparing your actual performance to your budgeted performance. Income statements and balance sheets both utilize budgeted numbers. Use these reports to see how your company's performance compares to your expectations.

Select Budgets & Forecasts from the Reports menu, and then select Budget Overview from the side menu that appears.

Select the budget you want to use in your report.

Click Next.

Choose how you want the budget to be laid out on your screen.

Click Next.

Click Finish to produce the report.