Budget comparison


Are there any reports that compare actual data with budget?


Hi Richard

Yes the main report where you can compare the actual figures and budgets for each account is the Profit and Loss - Multiple Period report - we suggest using the one tagged {new}. This report allows you to setup comparative periods and have these visible with or without budgets.

Tip - remember to tick the ‘Include Budgets’ in the parameters window.


I have tried to use this but my template does not bring through the budget numbers just the actuals?

There is a column for Budget but is blank?


Hi Ecarr

Do you have budget vales in Xero? If yes, could you upload a copy of the parameters window you are trying to run in DataDear so we can better understand the query.


I have just opened another thread as I am having the exact same problem. Did it ever get resolved