Chapter: Reports >

6.5. Budget to Actual Report

Budget to Actual Report

A budget to actual report shows you the difference between budget to actual for income and expense categories.

*Note: This includes your Cash Balance Forward and Total Projected Balance

1.Select Tools/Financial Reports/Budget to Actual on the Tools menu

2.Select a date range for the report

3.Select what you would like the report to display

a.Both– will show you totals for Fundraiser/Programs and the Categories associated to each of them.

b.Fundraiser/Program– will show amounts by Fundraiser/Program only

c.Category – will show amounts by categories only.

          4.  To generate the report, select "Create Report"

Copyright ©2020 Gray Step Software, Inc.

Copyright © 2020