Budget created, but does not show up on any budget report. I’ve tried verifying and rebuilding data already. Anyone else know? I have MAC 2016 desktop.

I’ve already checked the dates and I’m going throug Reports, budget and then selecting budget overview and putting appropriate dates in. 

Answer

Hi there, kimrusso1215,

I can help you show the budget you created on your budget reports.

First, you need to verify if the budget was set up properly.

To verify, the budgets must be displayed with customer:job or class to show up, but not with both.

The Budget amount don't appear on reports if they were entered for all three variable fields which are account, customer:job, and class.

If set up properly but still won’t show on the report you can resort your list to fix all possible damage on your data file.

Please check on this article for details: Re-sort lists.

I'm a post away if you have additional questions about showing the budget you created on your budget report. I’ll be always around to assist you. Have a great day!


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IntuitGlenn , Community Support Specialist
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