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CAC1's avatar
CAC1
Contributing User
2 months ago
Solved

Balance Sheet Actual v Budget Report

Hi,

 

can anyone tell me how to get a balance sheet report that compares actuals to budget?
I've uploaded the data for a cashflow budget so the information is all there. Surely it's possible to report against budget for the balance sheet too??

Adrian

  • Hi CAC1,

    In MYOB Business, there is no built-in report that compares Balance Sheet actuals to budget — only Profit and Loss (Income Statement) reports can be compared against budgeted figures. Additionally, the Cash Flow Analysis tool and P&L [Budget Analysis] report allow for actual vs budget comparisons, but these do not extend to Balance Sheet components like assets, liabilities, or equity. 

    Regards,
    Earl

2 Replies

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    2 months ago

    Hi CAC1,

    In MYOB Business, there is no built-in report that compares Balance Sheet actuals to budget — only Profit and Loss (Income Statement) reports can be compared against budgeted figures. Additionally, the Cash Flow Analysis tool and P&L [Budget Analysis] report allow for actual vs budget comparisons, but these do not extend to Balance Sheet components like assets, liabilities, or equity. 

    Regards,
    Earl