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Why is total spent diff on Budget Rpt. vs Inc/Exp Rpt.?

Posted: Wed Feb 08, 2017 4:56 pm
by UUUSOffice
I'm trying to provide someone with a total for operating expenses for a prior fiscal year and also the total operating budget for that year (same line item).

I pulled the Income and Expense Report and got a total figure, then pulled the Budget Report, having forgotten that it includes an "Actual" column --- BUT that Actual is different from the amount on the Inc/Exp report! Not by a lot, but something is being included in the Budget Report that is not included on the Inc/Exp Report.

Any idea what it could be? Driving me nuts!
-- Sandy

Re: Why is total spent diff on Budget Rpt. vs Inc/Exp Rpt.?

Posted: Wed Feb 08, 2017 6:11 pm
by NeilZ
craburn86 wrote:I'm trying to provide someone with a total for operating expenses for a prior fiscal year and also the total operating budget for that year (same line item).

I pulled the Income and Expense Report and got a total figure, then pulled the Budget Report, having forgotten that it includes an "Actual" column --- BUT that Actual is different from the amount on the Inc/Exp report! Not by a lot, but something is being included in the Budget Report that is not included on the Inc/Exp Report.

Any idea what it could be? Driving me nuts!
-- Sandy

Did you search for an account that has a different total ??

You can pull an I&E report for a prior fiscal year, and included the annual budget for that year.

Re: Why is total spent diff on Budget Rpt. vs Inc/Exp Rpt.?

Posted: Wed Feb 08, 2017 6:20 pm
by UUUSOffice
I feel like an idiot -- an idiot with bad eyes. I ran the Budget Report for July-July instead of July to June.

I need to go home! :) Thanks so much, Neil. You're always such a champ.

Re: Why is total spent diff on Budget Rpt. vs Inc/Exp Rpt.?

Posted: Wed Feb 08, 2017 6:35 pm
by NeilZ
craburn86 wrote:I feel like an idiot -- an idiot with bad eyes. I ran the Budget Report for July-July instead of July to June.

I need to go home! :) Thanks so much, Neil. You're always such a champ.
:) .. its not as if that hasn't happened to everyone at least once before !!