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How to create a report that compares budget ledger to actual ledger?


I think I need to create a new column set but don’t know how to set up the formula so that in one single report I can view an actual vs budget. Also, not sure if I am able to do this in the ARM reports?

Best answer by Laura02

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

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5 replies

iqraharrison
Captain II
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@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? 


Laura02
Captain II
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  • Captain II
  • 3135 replies
  • Answer
  • May 24, 2023

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


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Laura02 wrote:

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


Laura02
Captain II
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  • Captain II
  • 3135 replies
  • March 6, 2024

Hello,

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

Laura


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  • Freshman II
  • 45 replies
  • August 13, 2024

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  ?


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