How to create a budget report for only the current year
There are two reports that will give you the current year budget: the Budget Worksheet and the Monthly Budget/History Reports.
With the Budget Worksheet Report, you will need to export the report using the CSV format. Then, open it with Excel and remove 5 columns to get only the current year budget.
How to create the current year budget report from the Budget Worksheet:
Go to: Ledger and Payables → Reports → Budget/History → Budget Worksheet
Choose the report options that fit your needs and click Preview Report
- In the upper right corner, use the format drop-down to select CSV
- Use the Export a report and save it to the disk
3. Open the report using Excel and remove the columns that you do not want.
With the Monthly Budget/History Report, you simply must select the correct item on the Report Configuration Page.
How to create the current year budget report from the Monthly Budget/History Report:
Go to: Ledger and Payables → Reports → Budget/History → Monthly Budget/History
Make your selection for this report based on your current accounting year.
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