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Reports

How to automate Budget vs. Actuals

Import your P&L from QuickBooks and choose Display-by: Month.
Inside the P&L report, create budget columns in between your actuals columns.
Insert your budget values.
Reload your spreadsheet and your actuals will update 100% automatically, in the right cells of course!

We explain it much better in the video below, so go check that out! The magic happens at 2.45 min.👇

Learn how to do this step-by-step in the video below 👇

Want to eliminate manual updates of your Excel & Google Sheets models?

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