Custom Reports

[heritage]

How do I add the annual budget for a fund to the "income and expense statement by fund" so that the amount budgeted to a department is able to be viewed along with the income and expense report. This would allow us to see if the department is over or under budget based on the income and expense.

Example: Income PLUS budgeted amount MINUS expenses = amount over/under budget.

Is there a report designed to show this?

[Jeff]

Income & Expense by Fund is not going to show budget information. Use the regular Income & Expense Statement, it has options to show budget.