Can I have YTD budget v YTD actual (not each month, but cumulative) ?

sandrah
sandrah Member Posts: 42 Reckoner Reckoner
in Accounts Hosted

Can I have YTD budget v YTD actual - I know I can get each month but need the cumulative totals

Answers

  • Nickiu
    Nickiu Reckon Staff Posts: 175 Reckon Staff

    Hi @sandrah,

    The alternative way that I can think of is to export the file as an excel and use that to find the totals.

    Hope this helps,

    Nick

  • sandrah
    sandrah Member Posts: 42 Reckoner Reckoner

    Thanks, that's what I'm doing at the moment but wondered if there was a better way.

  • Nickiu
    Nickiu Reckon Staff Posts: 175 Reckon Staff

    Can you see this column on your report?

    image.png

  • sandrah
    sandrah Member Posts: 42 Reckoner Reckoner

    yes, but will that be the cumulative (ie ytd)/running totals as the financial year moves forward?

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,820 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited July 30

    @sandrah

    Is this what you mean ?:

    image.png

    (NOTE: This is from the sample file which sets "today's" date as being 15/12/24 by default. Obviously it will display to the actual date in a real company file 😊)

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • sandrah
    sandrah Member Posts: 42 Reckoner Reckoner
    Screenshot 2024-07-31 101943.png

    The above is what we're trying to produce - prior months comparatives, ytd and full year etc.

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