How do I create this report?
To do this task
Choose Reports > Budgets & Forecasts > Budget vs. Actual.
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
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
To see a list of the transactions that make up an amount,
double-click the amount.
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?
Report only on those accounts that have a
If you haven't already done so, open the budget report.
Click Customize Report at the top of the report.
On the Display tab, click the Advanced button.
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
Click OK in the Advanced Options window and in the Modify Report window.
and use budgets
Compare yearly amounts
On the Display tab, in the Columns and Rows section, click the drop-down arrow to choose
"Display columns by year across the top.
Get the most out of
report for reuse
financial data from previous periods
accrual and cash basis on reports