Contents - Index


There are three budget reports:

Budgets can be printed based on their status.  As below:

or a selected budget:

  • Budget audit report - to check that budgets are set up correctly.  Run this from the budgets or reports form.

    Actual figures are included if they exist. As in the above example.
  • Budget/Actuals - compares actual income and expenditure with the currently active budgets.  Run this from the reports form - Actuals vs Budgets.

    This report is limited to a maximum of two months - plus the YTD figures.

  • Business plan - produces a report based on the budgets you have created.  This report can print details (all budget periods) or summary (only the totals).  This report is started from the Budgets form.