Arrow left
Back to product guides
Reports

How to automate Budget vs. Actuals

  1. Import your P&L from QuickBooks and choose Display-by: Month.
  2. Inside the P&L report, create budget columns in between your actuals columns.
  3. Insert your budget values.
  4. 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.­čĹç


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

Do you need personal help?

Our team of real people are here to help you any time between 9am and 10pm GMT.
Check Icon
Email us at: founders@liveflow.io
Check Icon
Call us at +1 (415) 650-1711