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. This reports on Budgets that have been pre-created in Accounting --> Budgets. Click here to learn how to create a budget.
Usage
To run the Budget vs Actual report,
- Navigate to Reports / Budget vs Actual Report
- Choose a budget from the drop-down list.
- Click the accounting method (cash, accrual) to base the report on.
- Choose an option from the Display By dropdown.
- Choose the account presentation mode: Account Description only, Account Description and Code, or Code only.
- Check the checkboxes to Show accounts with a zero balance, show % of total and show total if those options are desired.
- Choose a sort field.
- Click Run Report.
- 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.
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