How to: View Actual and Budgeted Amounts for Several Periods
Instead of viewing the actual and budgeted amounts for all accounts within a single period, you can view a number of periods for a single account.
To view actual and budgeted amounts for several periods
In the Search box, enter Chart of Accounts, and then choose the related link.
In the Chart of Accounts window, select the relevant general ledger account.
On the Navigate tab, in the Balance group, choose G/L Account Balance/Budget.
Fill in the fields in the header. For more information about a specific field, select the field, and then press F1.
To see a specification of an amount shown, choose the field.
Note
The filters you set in the window header will be applied to general ledger entries and also budget entries. The leftmost columns contain the periods according to the selected time interval. There are five columns on the rightmost side. The first four columns show actual and budgeted debit and credit amounts for each account. The fifth column shows the proportional relationship between the actual and the budgeted amounts on the general ledger account.
See Also
Tasks
How to: View Actual and Budgeted Amounts for All Accounts
How to: View Budgets
How to: Set Up New Budgets