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

  • 24 May 2023
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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?

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Best answer by Laura02 24 May 2023, 21:29

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iqraharrison48
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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? 

Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Laura02
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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

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~

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