A budget to actual report shows you the difference between budget to actual for income and expense categories. *Now includes your Cash Balance Forward and Total Projected Balance
1. Select Tools/Financial Reports/Budget to Actual on the Tools menu
2. Select a date range for the report
3. Select what you would like the report to display – Both – will show you totals for Fundraiser/Programs and the Categories associated to each of them. Fundraiser/Program – will show amounts by Fundraiser/Program only and Category – will show amounts by categories only.
4. To generate the report select "Create Report"
(Example – Display By: Both)
