After creating an annual budget for your funds, financial reports can show your budget estimates against your actual revenues and expenses.
Compare Budget to Actual
- Navigate to the Financials page and click Income Statement in the left-side menu.
- Click a date.
- Alternatively, select a Static Start and End Date, and then click Show Date.
- Alternatively, select a Static Start and End Date, and then click Show Date.
- Click Edit Options in the left-side menu.
- Select Budget from the Column Option drop-down menu, and then click Save.
Selecting YTD Budget (Year to Date Budget) as the Column Option can also be useful on a quarterly basis to see how much budget is left for the remainder of the year.
Selecting YTD Projected Budget or Projected Budget by Fund as the Column Option combines the budget and adjusted amounts into the projected column.
The Profit and Loss Statement displays the Actual next to the Budget along with Variance and Percent.
- Click Show Fund in the left-side menu to see the funds that make up the total.
- The Actual numbers show the fund totals for all the organization's funds, including the ones that do not have a budget associated to them.
- The Actual numbers show the fund totals for all the organization's funds, including the ones that do not have a budget associated to them.
Add Filter
Filters can be added to further refine the report results.
Operating Fund Example
- After completing the above steps, click Add Filter in the left-side menu.
- Click the Fund Financial Filter.
- Enter the fund name in the Search Funit field and select the fund from the drop-down list.
- Click Apply Report Filter.
- Click Save Report in the left-side menu to access the resulting report at a later date.
- Enter a Saved Name, and then click Save.