Preparing a Budget Report

Refer to a budget report to see how your company's performance is measuring up to the budget. You can choose to display the budget versus actual differences by percent or by amount or both. You can also produce this report with prior year information included.

Select Budgets & Forecasts from the Reports menu.

Select Budget vs. Actual from the side menu.

If you have developed more than one budget for your company, select the budget you want to use for this report.

Click Next.

Indicate how you want the budget presented. An account listing by month is the default selection.

Click Next.

Click Finish in the last budget report setup window.

Select the time period you want to use for this report.

Select the columns you want to view in this report.