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Budget overview report

P&L

Profit & Loss; Profit & Loss

balance sheet; balance sheet

How do I create this report?

To do this task

  1. Go to the Reports menu, choose Budgets & Forecasts.

  2. Click Budget Overview.

What this report tells you

This report summarizes your budgets for income and expenses (profit and loss) or for account balances (balance sheet). Each amount shown is the monthly budget for one type of income or expense.

To see a list of the transactions that make up an amount, double-click the amount.

Date range

When you select this report to display it, the Budget Report wizard opens. In the wizard, you select which budget fiscal year you want to use. To change the period covered outside the wizard, click the Dates drop-down list and choose a different date range.

What do the different date ranges mean?

Ways to customize this report

Report only on those accounts that have a budget.

Report only the accounts that have a budget

See also

KB ID# H_RPT_BUDGET_OVERVIEW
9/27/2016 11:52:08 PM
PPRDQSSWS403 9138 Pro 2017 fa252b