I think it would be a good idea to have a profit & loss report where you can view the following information all on one report:
1. Profit & loss actual versus budget for the selected month
2. Profit & loss Year to Date
3. Profit & loss Budget Yeat to Date
Currently I have to print 3 separate reports in MYOB, download to excel and then combine the 3 reports.
In the Reports section, is it possible for the P&L report to have ALL the following fields available to be selected as columns:
Actual - Current Month
Actual - Year to Date
Budget - Current Month
Budget - Year to Date
Last Year - Current Month
Last Year - Year to Date
At present if I want to get a report that compares current month and year to date to the budget, I have to print 2 seperate reports of extract and manipulate in excel.
- Nic-acc-addons12 years agoSuper Partner
Hi Dannad,
If MYOB does not let you generate the report you need, feel free to go to our website and downlaod our BudgetLink tool. It comes with a free version (yes Free as in 0$) which can solve 90% of the simple problems MYOB users experience when it comes to reporting.
There are also higher-end versions which are paid, but for what you need, the free version would do.
It would plug right in, and be able to download the info from your MYOB (or Quickbooks or Xero) data file.
Best of luck.
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