Budget comparison


#1

Are there any reports that compare actual data with budget?


#2

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.


#3

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?


#4

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.


#5

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