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.

Use Budgeting -> Actuals+Budget ->New Actuals+Budget

Select Budget to use, Financial Year  and how many months should be actuals and how many budget. 

The Actual + Budget analysis is displayed on screen.