Actuals + Budget Report

The Actuals +  Budget report combines actual financial results for completed periods with budgeted figures for future periods to create a single, forward-looking view of expected year-end performance. It helps you to understand how you are tracking against the annual plan by replacing past budget assumptions with real data while preserving the original budget for upcoming months.

Running Actuals +  Budget Report 

To run Actuals + Budget Report, navigate 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.