how to include budget for remainder of year along-side a year to date actuals report

Hi Veronica, to view the report, we'll need to open the Budget vs Actuals Report, then customise it for the date range you want to run.

1. Go to the Reports menu, under the Financial planning drop-down, click Budgets.
2. On the Budgets page, choose the budget from the list, then tap Run Budget vs Actuals report.
3. Set the Report period to your desired dates, select the Compare another period drop-down, choose Remaining, then click Run report.
4. You can also hit Customise, adjust the report settings, and then Save customisation.
   
   

To learn more about managing reports, you can review the help articles on tailoring report data, using the report editor, and copying budgets, including the guide on common custom reports: Common custom reports.

Reach out again if you still have questions about reports or budgets. I’ll be right here to help. Have a great weekend ahead.