Using Budget for Reporting*

Written by Dana Kinsey

Last published at: May 1st, 2019

After creating an Annual budget, your Financial reports can show your Budget estimates against your actuals.

  • From the Home page go to Financials, under the Core column
  • Choose Income Statement
  • Select a date range or edit the dates you wish to see the Statement of Activities for
  • From the upper right side drop down list choose budget to see all funds aggregated or select fundbudget to see how each fund budget makes up the total

  • Notice your actual spending will now be alongside your budgeted amounts, along with the variance and percentage.

Choose Print, Print Page or Export from the left side of your screen.