Budget vs actual
The budget vs actual report lists one period of a named budget. Columns are category, budgeted, actual, available, and remaining. Available includes rollover. The footer totals those columns. The home widget shows the same numbers for the current period.
Open the report
- Open Reports, or choose Report next to a budget.
- Pick the budget and a period start date.
- Choose Open grid to change a number.
The home dashboard shows the same current period for the first budget, with the categories that have a budgeted or actual amount.
Search for budget when you want this page or the Budgets grid.
If this goes wrong
An empty table means no category has a budgeted or actual amount in that period. Set amounts on the grid first. The widget stays empty until at least one named budget exists.