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Income & Expense Statement Additional Column
Posted: Tue Oct 25, 2022 12:03 am
by Buffalofoodshelf1
Can a column be added to an I&E report showing the percent difference between current and budget?
Re: Income & Expense Statement Additional Column
Posted: Tue Oct 25, 2022 9:57 am
by Zorak
There are "Current Budget Difference" and "Current Budget Percent" options in the columns 2-9 drop down lists.
Re: Income & Expense Statement Additional Column
Posted: Tue Oct 25, 2022 11:03 am
by Buffalofoodshelf1
Thank you.
Re: Income & Expense Statement Additional Column
Posted: Tue Oct 25, 2022 6:11 pm
by Buffalofoodshelf1
Follow-up question. Can custom columns be added?
Re: Income & Expense Statement Additional Column
Posted: Wed Oct 26, 2022 9:00 am
by Zasalamel
There are 17 options within the dropdowns that Zorak mentioned; if those don't have what you're looking for you may need to consider creating a Custom Report.
Re: Income & Expense Statement Additional Column
Posted: Wed Oct 26, 2022 9:24 am
by Buffalofoodshelf1
We have a new board member asking for something that isn't included in the dropdowns. I guess I'll figure out how to do custom report.
Re: Income & Expense Statement Additional Column
Posted: Wed Oct 26, 2022 12:30 pm
by NeilZ
Buffalofoodshelf1 wrote: ↑Wed Oct 26, 2022 9:24 am
We have a new board member asking for something that isn't included in the dropdowns. I guess I'll figure out how to do custom report.
What are they asking for ??
Re: Income & Expense Statement Additional Column
Posted: Mon Nov 07, 2022 4:45 pm
by Buffalofoodshelf1
On an Income & Expense report they want to see the YTD Budget Difference percentage.
I added the YTD Budget Difference column but that is a dollar amount, and he wants to see dollar amount and percentage.
Re: Income & Expense Statement Additional Column
Posted: Mon Nov 07, 2022 4:51 pm
by NeilZ
Buffalofoodshelf1 wrote: ↑Mon Nov 07, 2022 4:45 pm
On an Income & Expense report they want to see the YTD Budget Difference percentage.
I added the YTD Budget Difference column but that is a dollar amount, and he wants to see dollar amount and percentage.
How many columns are you using?? There is a YTD Budget Difference and a YTD Budget Percent that can be added.
Re: Income & Expense Statement Additional Column
Posted: Mon Nov 07, 2022 5:20 pm
by Buffalofoodshelf1
We are currently using 5 columns
Current Period
Year to Date
Current Budget
Year to Date Budget
YTD Budget Difference
I showed him the report with YTD Budget Percent but that isn't what he wants. I'll see if I can get more clarification.
I appreciate your help.
Re: Income & Expense Statement Additional Column
Posted: Mon Nov 07, 2022 5:45 pm
by NeilZ
Buffalofoodshelf1 wrote: ↑Mon Nov 07, 2022 5:20 pm
We are currently using 5 columns
Current Period
Year to Date
Current Budget
Year to Date Budget
YTD Budget Difference
I showed him the report with YTD Budget Percent but that isn't what he wants. I'll see if I can get more clarification.
I appreciate your help.
Well .. you can then add the YTD Diff and Percent, you'll have to print in Landscape, but it will work.
Re: Income & Expense Statement Additional Column
Posted: Mon Nov 07, 2022 6:10 pm
by Buffalofoodshelf1
So, YTD Budget Difference and YTD Budget Percent? Doesn't that give me the percent of budget used YTD?
He's looking for YTD Budget Difference divided by YTD Budget
Re: Income & Expense Statement Additional Column
Posted: Mon Nov 07, 2022 8:37 pm
by NeilZ
Buffalofoodshelf1 wrote: ↑Mon Nov 07, 2022 6:10 pm
So, YTD Budget Difference and YTD Budget Percent? Doesn't that give me the percent of budget used YTD?
He's looking for YTD Budget Difference divided by YTD Budget
Yes it does ..if the budget is 10000, and you've spent only 1000 then the budget used is only 10% it doesn't show that?
Re: Income & Expense Statement Additional Column
Posted: Mon Nov 07, 2022 8:52 pm
by Buffalofoodshelf1
It does, but he says that's not what he is looking for.
I will have to have him clarify as the treasurer and I are both stumped as to what he is asking for.
I appreciate your help and will reach out if I need anything else.
Re: Income & Expense Statement Additional Column
Posted: Mon Nov 07, 2022 9:43 pm
by NeilZ
Buffalofoodshelf1 wrote: ↑Mon Nov 07, 2022 8:52 pm
It does, but he says that's not what he is looking for.
I will have to have him clarify as the treasurer and I are both stumped as to what he is asking for.
I appreciate your help and will reach out if I need anything else.
I'm guessing that he's used to looking at a normal business I&E, which does accrual accounting. Powerchurch is a cash basis.