Budget reports vs Budget on screen

scott62556

I have spent hours trying to get the budget report to reflect the same information as on the budget showa under the planning tab. It seems to be related to how transfers are handled. On the budget category selection you can select individual accounts. However in the report it is limited to broad categories. Is there anyway to work around this?

Jim_Harman

I assume you are comparing the Current Budget report to the Planning > Budgets page with the Annual view selected.

In the report, make sure you have the same named budget and budget year selected as on the Planning > Budgets page.

Click on the gear to customize the report, and to make the layouts the same, click on the gear and on the Display tab next to Organization, select Category Groups. On the Accounts tab, you can select the accounts to include in the report.

Does that help?

Gary DeShazo

I have an add-on question. In "Current Budget" on the "Planning" screen I can choose to show budget only, actuals only, etc. However, in "Reports" "Actuals, Budget, Difference" is shown. Can I create a budget report that only shows "Budget"?

Thank you for your time.