Report of actual vs budget

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Bob Hale_9286332
Bob Hale_9286332 Member Posts: 37 Novice Member Novice Member
edited October 2024 in Reckon One
I would like to produce a report showing how my actual income and expenses are tracking against my budget.
Is this possible in Reckon or do I need to export it to Excel? 

Comments

  • Qwerty
    Qwerty Member Posts: 208 Novice Member Novice Member
    edited May 2018
    28/03/2018 Hi Bob, You can view the P&L report and set a comparison period in the report then choose your budget for the comparison period. Cheers.
  • Bob Hale_9286332
    Bob Hale_9286332 Member Posts: 37 Novice Member Novice Member
    edited March 2018
    Oh cool - thank you.
    It is very hidden down the bottom of the list of month options isn't it...
  • K Cossey
    K Cossey Member Posts: 21 Reckoner Reckoner
    edited May 2018
    How do you set a comparison period? i am using Reckon Accounts Plus
  • Bob Hale_9286332
    Bob Hale_9286332 Member Posts: 37 Novice Member Novice Member
    edited May 2018
    You can view the P&L report and set a comparison period in the report then choose your budget for the comparison period.
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