Budgets vs Actuals Tutorials

💡This tutorial explains how to view a budget against the actual amounts.

Navigation Example

Main Menu > (the Menu Group it was added to) > Budgets vs Actuals

Note

The Budgets vs Actuals module must be added to a Menu Group, and users need View access to it in User Access (see How to Add Budgets to a Menu and Set User Access).

How to View a Budget Against the Actual Amounts

  1. Navigate to Budgets vs Actuals.
  2. Fill in the filters:
    1. Budget = Select the budget.
    2. Month To = Select the last month of the period (for example, the current month for year to date).
    3. Entity = Keep the budget’s entity, or select another entity or All.
  3. Click View (button).
  4. To change the view, click Menu (button) and select a view under Views.
  5. Click Expand or Collapse (button) to show or hide the accounts under their sections and groups.
  6. To chart one account, select it in the Profit/Loss view, then click Menu (button) > Chart.
  7. To export the view, click Output (button) > Export.

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