@mruiz can you try this:

on the data source section for the column set, you’ll want to select the Budget ledger and amount type would be ending balance.  would that give you the numbers you are looking for? 

Hello @mruiz ,

We can compare Actual to Budget on a period by period basis, or on a YTD Basis using ARM reports.  Below I show a Period Budget vs. Actual column set. For a YTD report, change Amount Type from Turnover to Ending Balance in the Data Source for both columns B and C.

I recommend copying your P & L column set, as a start. Good luck!

Laura

Hello @mruiz ,

We can compare Actual to Budget on a period by period basis, or on a YTD Basis using ARM reports.  Below I show a Period Budget vs. Actual column set. For a YTD report, change Amount Type from Turnover to Ending Balance in the Data Source for both columns B and C.

I recommend copying your P & L column set, as a start. Good luck!

Laura

Hello Laura,

Is it possible to compare one budget ledger with 2 Actual ledgers?

Naing Aung Kyaw

Hello,

Yes, using ARM reports, you can place different actual ledgers in the Data Source as shown above.

Laura

How to Set up Column Set if  one tenant has 2 Companies and different ledgers for Actual and Budget ? Need Separate report Definition with separate Column Set  ?