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Johncpa2
October 14, 2019
Question

Budget to actual reports

  • October 14, 2019
  • 1 reply
  • 0 views

Have a fiscal year of 7/1-6/30, for which I prepare an annual budget.  I also have several grants with different fiscal years.  Is there a way to set-up a budget for each grant (ie 10/1-9/30, and 1/1-12/31) and track actuals to budget based on the grant's fiscal period?

1 reply

A
Anonymous
October 18, 2019

Budgets can be created as 'overall' or by Class.  So in your case you could use 'class' to separate different grant programs - although thats not a typical class breakdown.

 

The fiscal year in budgets is always based on the company setting - but if you ignore the apparent fiscal year and fill in the class budgets for the correct months (which may be spread across multiple fiscal years) then you still get the result you want in reporting for individual months and groups of months.

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