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How do I run a Budget vs Actual P&L Report that shows Budget-to-date instead of total budget for the fiscal year?

 
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Best answer 10-15-2018

Accepted Solutions
Moderator

Hi anna, I'd be glad to help you with customizing your Bu...

Hi anna,

I'd be glad to help you with customizing your Budget vs Actual report to show the budget-to-date instead of the fiscal year. Please follow these steps: 

  1. Go to Reports, and type Budget vs. Actuals in the search bar.
  2. Click Customize, and change the transaction date to Custom.
  3. Change the date range, and click Run Report

Please let me know if you have further questions. Thanks! 

View solution in original post

1 Comment
Moderator

Hi anna, I'd be glad to help you with customizing your Bu...

Hi anna,

I'd be glad to help you with customizing your Budget vs Actual report to show the budget-to-date instead of the fiscal year. Please follow these steps: 

  1. Go to Reports, and type Budget vs. Actuals in the search bar.
  2. Click Customize, and change the transaction date to Custom.
  3. Change the date range, and click Run Report

Please let me know if you have further questions. Thanks! 

View solution in original post

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