The Budget to Actual Report compares the budget and actual spending by expenditure group for a selected month or period.
To run the Budget to Actual report, select:
Budget to Actual Report’ as the report type
The date type: Invoice date, Budget or Date Paid
•Invoice Date (accrual-based): the report will include all card, and cash transactions and invoices (unpaid invoices will be included) based on the transaction date.
•Budget: this will display data based on the budget month selected in the transaction (only full months can be selected)
•Date Paid (cash-based): the report will include all card & cash transactions, & all paid invoices (unpaid invoices won’t be included) based on the date they were paid.
The report format: bar chart, pie chart or table
The date range
Click View Report
The report can be viewed in 3 different formats: bar chart, pie chart and table.
Bar Chart
In this view, you are able to click a bar on the chart to review the breakdown by expenditure category.
Pie Chart
In this view, you can click a segment on the chart to review the breakdown by expenditure category.
Table View
In this view, you can see the figures for your Actual spend, your budgeted spending and the variance between the two. In the variance column, you can also add comments which will also be exported into Excel when downloading this report.
You can see the figures for the subcategories by selecting the little plus symbol next to the expenditure category name.
You have 4 options to export your table report: export both the actual and budget columns, only the budget values, only the Actual Spend values or a combination of the three options together.
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