How do I generate a monthly and weekly budget report comparing actual to budget

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Cehmd
Cehmd Member ✭✭

I wish to be able to track, by category a monthly and weekly budget report showing actual to budget spending for each category to allow more real time spending adjustment.

Currently I generate mannually a report that shows annual comparision then monthly. I then go to reports and use current budget and generate a report that is then summarized giving me a view of anything that is either greater than $100.00 overspending or simply a timing issue.

There must be a better and more accurate way of doing this.

Thanks

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  • RichardCSchreyer
    RichardCSchreyer Member ✭✭✭✭
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    Once you have saved a Current Budget Report for say 2024, you can select periods of time that you want to look at by using the interval selection

  • Cehmd
    Cehmd Member ✭✭
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    Thanks- I will try this on Saturday and get back to you

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