Budget vs. Actual Report

Budget vs. Actual Report

Overview

The Budget vs. Actual Report will show budgeted amounts for each account included in the budget along with actual account totals for comparison purposes.

Usage


To run the Budget vs Actual report,
  1. Navigate to Reports / Budget vs Actual Report
  2. Choose a budget from the drop-down list.
  3. Click the accounting method (cash, accrual)  to base the report on.
  4. Choose an option from the Display By dropdown.
  5. Choose the account presentation mode:  Account Description only, Account Description and Code, or Code only.
  6. Check the checkboxes to Show accounts with a zero balance, show % of total and show total if those options are desired.
  7. Choose a sort field.
  8. Click Run Report.
  9. Click Save Settings to save these setting for a future report run (optional).

Note:  See the article on general report settings for more information on report options.



    • Related Articles

    • CustomBooks™ Product Perks: January 2025 - Budgets and Budget vs Actual Report

      CustomBooks™ Product Perks: January 2025 - Budgets and Budget vs Actual Report Timely and proper budget allocations and visibility into actuals allows you to take control and make quick decisions to keep your business thriving. Key Features You’ll ...

    • Budgets

      Overview The Budget tool in CustomBooks™ allows you effectively budget your money across your accounts. The budget report (accrual based) will calculate how closely you company is on track with spending and sales. Creating a Budget To Create a ...

    • Running Reports

      Overview Reports in CustomBooks™ are located in the Reports menu . They are broken down by module and are available in the menu for modules included in your edition of CustomBooks™. Common Features Across Reports Report Command Bar Run report - runs ...

    • AccountingSuite™ Product Perks: May 2024 - Financial Comparative Reports

      Financial Comparative Reports Open cbdee363-686a-425d-9459-f15fc928e703.gif This month’s Product Perks video highlights our Comparative Financial Reports. Checking to see how you’re doing in relation to past periods is always a good thing and these ...

    • Cash Basis Method of Accounting

      Cash Basis accounting registers were updated in 2024 and early 2025 to align with the American Institute of Certified Public Accountant’s (AICPA) “modified cash basis”, simply referred to as “cash basis” by the accounting profession. This method of ...