The Comparative Financial Statements allows you to compare expenditures and revenues against the budget for more than one year. It will display actuals balances for the selected cycle — as well as the previous fiscal year — and the budget values for both fiscal years.
You must select revenue and expenditure elements for the report to generate the correct values, and for the percentage of budget to display properly.
You can also designate begin and end dates so the report will show the comparative values for the selected fiscal years.
The report is reached by selecting Reports > General Ledger > Comparative Financial Statements and can be created as a PDF or Excel file.
The Summary worksheet includes: fund ID & description, account type, prior year budget & actuals, prior year percentage of budget, selected year budget & actuals, and selected year percentage of budget.
The Detail worksheet includes: fund ID & description, account type & description, prior year account code, prior year budget & actuals, prior year percentage of budget, selected year account code, selected year budget & actuals, and selected year percentage of budget.
Cycle
Fund class — all or selected
Fund columns — all funds, all non-zero funds, all with expression activity funds, or selected funds
Account code expression
Include element value — yes or no
Revenue element
Expenditure element
Begin & end dates
Show detail — yes or no
Return to General Ledger Reports Overview
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