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Budget vs. actual report

P&L

Profit & Loss; Profit & Loss

balance sheet; balance sheet

How do I create this report?

To do this task

  1. Choose Reports > Budgets & Forecasts > Budget vs. Actual.

What this report tells you

This report shows how well you are meeting your budget for income and expenses. For each type of income or expense, the report compares your budgeted amounts to your actual income and expenses.

  • The $ Over Budget column shows the difference in dollars between your budgeted amount and the actual amount. A negative amount means that you were under budget for the month; a positive amount means that you were over budget.

  • The % of Budget column shows the actual amount as a percentage of the budgeted amount. Less than 100% means that you were under budget for the month; more than 100% means that you were over budget.

To see a list of the transactions that make up an amount, double-click the amount.

Date range

When you select this report to display it, the Budget Report wizard opens. In the wizard, you select which budget fiscal year you want to use. To change the period covered outside the wizard, click the Dates drop-down list and choose a different date range.

What do the different date ranges mean?

Ways to customize this report

Report only on those accounts that have a budget

To do this task

  1. If you haven't already done so, open the budget report.

  2. Click Customize Report at the top of the report.

  3. On the Display tab, click the Advanced button.

  4. Select Show only rows and columns with budgets to have a budget report display only the rows and columns of data for which you have set up budgets.

  5. Click OK in the Advanced Options window and in the Modify Report window.

See also

Compare yearly amounts

To do this task

  1. Click Customize Report at the top of the report.

  2. On the Display tab, in the Columns and Rows section, click the drop-down arrow to choose "Display columns by year across the top.

  3. Click OK.

See also

KB ID# H_RPT_BUDGET_VS_ACTUAL
12/18/2014 8:35:39 PM
QYPPRDQBKSWS03 9102 Pro 2013 41caa4