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heathera's avatar
heathera
Member
7 days ago
Solved

Budget Reports

Is there an option to add notes into cells when working in the Budget Report? I am new to MYOB and it would be helpful to have notes in the report as supporting evidence for the figures entered.
  • Genreve_S's avatar
    Genreve_S
    6 days ago

    Hi heathera, 

     

    I can see why that would help when you're working through the figures.

    The budget figures are set up under Accounts > Budgets, and the report used for this is Profit and Loss (Budget Analysis).

     

    There isn't an option to add notes into the budget report cells.

     

    For reference, you can check the MYOB help article here: https://help.myob.com/wiki/display/myob/Working+with+budgets

     

    If you need to keep supporting details for each figure, the best workaround is to keep those notes in a separate spreadsheet or working paper alongside the report.

    Regards,

    Genreve

Genreve_S's avatar
Genreve_S
MYOB Moderator
6 days ago

Hi heathera, 

 

I can see why that would help when you're working through the figures.

The budget figures are set up under Accounts > Budgets, and the report used for this is Profit and Loss (Budget Analysis).

 

There isn't an option to add notes into the budget report cells.

 

For reference, you can check the MYOB help article here: https://help.myob.com/wiki/display/myob/Working+with+budgets

 

If you need to keep supporting details for each figure, the best workaround is to keep those notes in a separate spreadsheet or working paper alongside the report.

Regards,

Genreve

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