Discrepancy between budget and budget comparison

[Jennith]

Can anyone tell me how to recifiy a problem with the Budget not displaying correctly in the Financial Year comparison to actual Profit & Loss? Ie. I have a budgeted amount for $1000 for website changes but in the comparison it's coming up as $996. This is happening in other budget lines as well but there is no consistency to it. GST is not a factor. 

Thanks

Jen 

[Sean_DC]

Hi @Jennith 

Thank you for your post. Welcome to the MYOB Community Forum.

If your budget information has been entered for the current financial year and you are wishing to get a YTD amount to compare against that budget do set the following filters:

• Set the Period to be Custom
• Have the From date be the start of the year
• Have the To date be the desired date of the year you wish to view up to
• Set the Breakdown to be Yearly.

This will produce a Profit and Loss for the year to date and you can then compare that with the Budget (which will be set for the full year).

Please feel free to post again. I'm happy to assist further.

If my response has answered your enquiry please click "Accept as Solution" to assist other users in finding this information.

[Jennith]

Sorry but this hasn't solved it. I tried everything you suggested but my budget is correct ie. $57, 224.25 is coming up as the income but in the comparison report the .25c is missing. 

Any further advice? 

[Sean_DC]

Hi @Jennith

Thank you for letting me know about that. Kindly send a copy of both reports through private message so we can have it checked. Kindly include the following details as well:

• Serial Number
• Account Name (Company Name)
• Your full name and email address