It’s not the most glamourous aspect of running a business, but it’s certainly one of the most important if you’re hoping to continue being in business. Today we’re talking budgeting.
Now, norma...
Updated 10 years ago
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Thanks for dropping me a line on the blog. AccountRight doesn't have a report that displays a yearly comparison of budgets to actuals broken down by month. (Which is what I believe you were looking for?)
The Profit and Loss Budget Analysis report can be run month by month, so if you're after monthly comparisons of budget to actuals, you could run this for only a month at a time.
If you need a yearly version of this, you could export each month to excel (ie run the report for July and export to excel, repeat for August, repeat for September), but it's an inelegant work around.
I know that other MYOB partners have suggested using Calxa (an add-on), so might be worth asking if any other CCs have a more elegant solution than I've offered . (You can post on the CC general discussion board, if you haven't done so already.)
Otherwise, add it to the Ideas Exchange and see if others want this functionality.
Thanks,
Merrin