Budget Report with transaction details

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Trifecta
Posts: 10
Joined: Tue Apr 23, 2024 3:00 pm

Budget Report with transaction details

Post by Trifecta »

I'm trying to make a combination of the account activity report and the budget report, so that for a particular expense item it shows all the details for the year with the annual budget amount and then calculates the budget remaining. Is this possible, or are those tables not linked in such a way that all of that information could be on the report?

Note: I'm comfortable with relational databases but haven't tried building a custom report in PowerChurch yet. So I know this can be time consuming.

I can't find a sample that uses the Fund Accounting module to learn from. So if this is possible, and you have a sample, could you please share?

Thank you!

--Sarah

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