Budget vs Actuals - Documentation - Count My Bucks

Budget vs Actuals

Compare a budget against what actually happened, period by period, with variance and % of budget.

Budget vs Actuals screenshot

How to use it

Open Budgets, pick a saved budget, and open its Budget vs Actuals view.

Configuration

Requires a budget already created under Budgets.

Details

Menu locationAccounting menu, Budgets, then a budget's Budget vs Actuals link.
Who uses itOwners and managers tracking performance against plan
Prerequisites Budgets

See which plan includes Budget vs Actuals on pricing, or how Count My Bucks compares to QuickBooks.

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