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

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 Love:

  • Quick Budget Creation: The CustomBooks™ Budget feature guides you through building budgets that you can create quickly, with tools to copy from previous periods.

  • Comprehensive View: In the Budgets list, you can see all the Budgets that have been created in the top half of the screen, as well as the detail of that budget in the lower half of the screen.

  • Powerful Analytics: Use “% of Budget,” “Variance $,” “Variance %,” and “Totals” to analyze and track your performance.

  • In-Depth Reporting: Compare budgets with actuals, and drill down into transaction details for sharper insights.


Check out this video and learn how CustomBooks™ can help you plan for a better year!



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