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joehenderson
Level 1
posted
‎September 26, 2019 04:32 PM
last updated ‎October 05, 2020 7:57 PM

I have 8 accounts and I'm running budgeted vs actual report. How do I get a report only on the one account and not where it lumps all accounts together

We are a non profit and we have a softball organization.   In each team, we create budgets, put in money, and write expenses.   At the beginning of each season we determine the budgets.   

When we run the report Budgeted vs actual, it lumps all of the accounts into one report even though we are only trying to do it on ACCOUNT #1.   

The goal is for the teams to see how close they are at meeting and not exceeding their budgets.   Please help

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1 Comment 1
MJoy_D
Moderator
Moderator
‎September 26, 2019 04:32 PM

I have 8 accounts and I'm running budgeted vs actual report. How do I get a report only on the one account and not where it lumps all accounts together

Let's customize this Budget vs. Actuals report to show only one account per report, joehenderson.

You can customize the report and filter it per class. That way, you can have the report per account. Check the following steps below on how to do it:

  1. Go to your Reports menu and run Budget vs. Actuals.
  2. Once you’re done, click on the Customize button at the top.
  3. Scroll-down to Filter and put a check mark on Class and select the account from the drop-down menu.
  4. Then hit the Run report button.

See this create, edit, and manage budgets article for more information on how to use the Budget vs. Actuals report. 

Let me know if you have follow-up questions in customizing this report or if you have any other concerns, by leaving a comment below. I’m always glad to help in any way I can. Have a great rest of the day.

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