Access the Budget Comparison Report — Multiple Fiscal Years from the Reports menu > Budget module.
This report is a month-to-month comparison and will calculate the percentage of remaining available budget, percentage of the budget year remaining, and the percentage of the budget carryover from the previous month.
Budget & Actual YTD worksheet: fund & description, fiscal year, budget amount, each months expenditure or revenue, and the remaining budget by percent.
Monthly Comparison: fund & description, fiscal year, budget amount, each months expenditure or revenue, and the monthly difference in dollars.
The report filters are:
Cycle
Include disabled funds — yes or no
Fund(s)
Budget type — adopted or current
Account type — revenue or expenditure
Sample report - Budget & Actual YTD
Sample report - Monthly Comparison
Return to Budget Reports Overview