Budget vs Actual Report
I would like to generate a bud v act report that includes, YTD actuals and Ytd Budget as well as the full year budget. Any sugguests?
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Shirley
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DougC
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06/11/09 7:22am PDT
If you have not purchased the Report Writer, then I would suggest exporting to Excel the current YTD Numbers to a workbook that already has the full year budget.
Export the current numbers to a new worksheet. Set you report worksheet to link to the new sheet. A suggestion that works for me ... is to name the worksheets for the Report as BS and PL, the orginal link might be to "Jan 09 Support". When you import February, rename it "Feb 09 Support" and then on the Report worksheets do a search / replace for Jan > Feb.
The key to this procedure only becomes tricky if you have new accounts in your report or account lines that do not always appear. The work around is to go to report modifications and report all accounts not only ones with activity.
karlirvin2
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IDN
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06/12/09 7:18am PDT
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The Custom Financial Reporter from http://marketplace.intuit.com/... can be used to create this report.
