How to Run Budget and Actuals Analysis Step-by-Step Guide"

Running Budget Analysis
To run a budget analysis, navigate to Budgeting -> Analysis -> New Analysis.



The following dialog box will be displayed:




Select the budget, financial year, and month for which you want to generate the analysis.

The analysis will then be displayed on the screen.



Running Actuals + Budget 

To run an Actuals + Budget analysis, go to Budgeting -> Actuals + Budget -> New Actuals + Budget.



In the dialog box, select the budget, financial year, and specify how many months should use actual data and how many should use budget data.



The Actuals + Budget analysis will be displayed on the screen.