Creating an Actual vs Budget Report with a Comparison Card

You can view your Business Performance versus your Budget using a Comparison Card. A Comparison Card allows you to view performance across any account category, line or formula comparatively, so you can see if you’re ahead or behind target or over or under your budget.

Written by Ross MacLeod

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You can view your Business Performance versus your Budget using a Comparison Card. A Comparison Card allows you to view performance across any Account Category, Line or Formula comparatively, so you can see if you’re ahead or behind target or over or under your budget.

Creating an Actual vs Budget Report

Step One

To create an Actual vs Budget Report you’ll first need to create a Comparison Card. You can add a Comparison Card to your Board by selecting to add a new Card and then selecting Comparison Card from the Build Your Own section:

Step Two

In the SettingsĀ  Tab, select your Organisation. In Column 1, select Actual Data and then select the Budget or Scenario you wish to use in Column 2 before selecting your desired date range:

Step Three

In the Report Tab, add the Accounts or Formulas you wish to view in your Report:

 

Step Four

Click Done to view your completed Report:

One response to “Creating an Actual vs Budget Report with a Comparison Card”

  1. Hammad says:

    Hi there… how can i compare my gross profit with net profit….?

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