I am comfortable with transactions but a newbie to reports.
Is there a report I could use to show my category expense balances for the month that also shows the budget for the categories?
[Edited - Readability]
You could try the report at Reports > Reports and Graphs Center > Spending > Current Budget.
If you just want the current month, you could set the date range to Monthly and Current month, or set a different range if you want.
If you have further questions, don't hesitate to ask!
Hello @Mike_L,
Thanks for reaching out!
The Budget report may provide what you're looking for, as it shows the actual spending alongside the budgeted amount for each category.
You can find this by navigating to Spending > Current Budget.
Alternatively this can also be accessed via the Planning tab > Current Budget.
Does this report provide the information you're looking for, or were you looking for a different format or additional information?
Thank you!
Exactly what I was looking for
Thanks
Thanks for confirming, @Mike_L!
I'm glad that report was exactly what you were looking for.