The "Budget vs Actual (realisation - 3 periods)" report lists the Income and Expense account balances and budget figures for three (3) periods as comparative figures. 

Only the transactions in documents and batches which are posted (updated) to the ledger will be included in this report.

Budget figures are entered and edited in the Accounts (Action ribbon). 

If you have activated Cost centres and have entered the budget figures for Cost centres, you may select (tick) the Cost centres to print this report for your Cost centres.    

To print a Budget vs actual (3 periods) report: 

1.On the Reports ribbon, select Reports → Ledger → Budget.  

cost-centre-budget-actual-3-period-options

2.Select the following options: 

a)Period - Select up to three (3) periods on the Per period tabs. You may click on the Free selection tab to select a specific date or a range of dates to include balances and budget figures in the report. 

b)Include zero balances - If this option is not selected (not ticked), it will list only the expense and income accounts which has balances and / or budget figures. Tick this option to include all accounts including those with no actual transactions and / or budget figures).

c)Balances - If this option is not selected (not ticked), it will list the expense and income accounts which has balances and / or budget figures. Tick this option to show only the actual transactions totals and / or budget totals of expense and income accounts for the selected period or dates.

d)Cost centre 1 - Will be listed, as Cost centres have been added to “Cost centre 1” (Groups (Setup ribbon)). You may select these Cost centres, to include in the report. 

e)Cost centre 2 – The “Empty” tick box and no cost centres will be listed, since no Cost centres were added in ”Cost centre 2” (Groups (Setup ribbon)). 

3.Click on the OK button. 

The printed “Budget vs actual (realisation - 3 periods)” report (no Cost centres selected), should be displayed as follows:

cost-centre-budget-actual-3-period-print-all

Budget - Balances

The “Net profit” for the monthly budget figures; is as follows:

Total Budget (including “Cost centre A1” and “Cost centre B1”)                      4 400

Only “Cost centre A1”                                                                                     1 850

Only “Cost centre B1”                                                                                     2 550

Transactions - Balances

The “Net profit” for the actual posted (updated to the ledger) transactions (in Batches and Documents); is as follows:

Total Income and Expenses (including “Cost centre A1” and “Cost centre B1”)  5 730

Only “Cost centre A1”                                                                                       1 230

Only “Cost centre B1”                                                                                       4 500

The “Budget vs actual (realisation - 3 periods)” report, for “Cost centre A1” selected, should be displayed as follows:

The printed “Budget vs actual (realisation - 3 periods)” report, for “Cost centre B1” selected, should be displayed as follows:

Budget - Balances

The “Net profit” for the monthly budget figures; for the selected period “2018/03/01” to “2018/03/31” is as follows:

Total Budget (including “Cost centre A1” and “Cost centre B1”)  4 400

Only “Cost centre A1”                                                                 1 850

Only “Cost centre A1”                                                                 2 550

Transactions - Balances

The “Net profit” for the actual posted (updated to the ledger) transactions (in Batches and Documents); for the selected period “2018/03/01” to “2018/03/31”, is as follows:

Total Income and Expenses (including “Cost centre A1” and “Cost centre B1”)  5 730

Only “Cost centre A1”                                                                                       1 230

Only “Cost centre B1”                                                                                       4 500