The Budget vs. Actual Report will show budgeted amounts for each account included in the budget along with actual account totals for comparison purposes.

Create Budget vs Actual Report #

1. Navigate to Reports / Budget vs Actual Report
2. Choose a budget from the drop-down list.
3. Click the accounting method (cash, accrual)  to base the report on.
4. Choose an option from the Display By dropdown.
5. Choose the account presentation mode: Account Description only, Account Description and Code, or Code only.
6. Check the checkboxes to Show accounts with a zero balance, show % of total and show total if those options are desired.
7. Choose a sort field.
8. Click Run Report.
9. Click Save Settings to save these setting for a future report run (optional).