Budget Report

[jshutt]

My finance committee would like a report and I don't see one like it. It would have 4 columns:
#1 actual income/expenses for the period
#2 budget for the period
#3 actual income/expenses for the same period previous year
#4 budget for the same period previous year

Is there something similar to that?

[NeilZ]

My finance committee would like a report and I don't see one like it. It would have 4 columns:
#1 actual income/expenses for the period
#2 budget for the period
#3 actual income/expenses for the same period previous year
#4 budget for the same period previous year

Is there something similar to that?

The income and expense report does this, you just select what you want in each column other than the first, which will show the I&E for the month or period selected. Open the report and then use the pull-downs to select what you want to see in each column.

[jshutt]

Thanks Neil! So if I want to compare December 2016 to December 2015, I can see my 1st 3 columns as:
1st column is Income and Expense December 2016
2nd column is Current Budget December 2016
3rd column is Previous Year Actual December 2015
And I'd like the 4th column to be the 2015 budget for December but I don't see that. What do I choose?

[NeilZ]

Thanks Neil! So if I want to compare December 2016 to December 2015, I can see my 1st 3 columns as:
1st column is Income and Expense December 2016
2nd column is Current Budget December 2016
3rd column is Previous Year Actual December 2015
And I'd like the 4th column to be the 2015 budget for December but I don't see that. What do I choose?

That 4th column is troublesome, as there's not a choice for previous year's budget.

If you really need that previous budget to be seen, you may need to pull two separate reports. You can also send a request to wishlist@powerchurch.com to see if they can add that to the selections. Please give a full explanation as to why this addition will save you time, and how it is to be used to report information.

[jshutt]

Thank you very much!!