Budget vs Actuals
Compare a budget against what actually happened, period by period, with variance and % of budget.
Who it's for
Owners and managers tracking performance against plan
Key benefits
- Per-period budgeted vs actual figures with $ and % variance
- Roll up monthly data to quarters or a full year
- Drill down from any actual into the transactions behind it
- Works with any saved budget, cash or accrual basis
Overview
Budget vs Actuals compares a saved budget against real activity, period by period, so you can see exactly where the business overspent or beat plan - color-coded so a good month never reads as a bad one.
Related features
See how Budget vs Actuals fits into a plan on pricing, or how Count My Bucks compares to QuickBooks.