How do I compare budget and actual?

Account Inquiry

Use Account Inquiry to compare budget to actual amounts. Account Inquiry can show:

  • Current YTD Budget and Actual

  • Prior YTD and Current YTD Actual

  • Prior YTD Budget and Actual

  • Prior YTD Actual/Current YTD Budget and Actual

 

Comparing budget and actual in Account Inquiry

1. Open Connect General Ledger > Account Inquiry.

2. Select the Budget tab.

3. Select the Budget Comparison tab.

4. Find the section titled Compare.

 

 

5. Use the drop-down list to select an option.

The column headers in the table show the selected option.

 

 

 

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