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Actual vs Approved & Forecast Budgets
Actual vs Approved & Forecast Budgets

Month & YTD Actuals compared to two budget versions

Shem Bogusz avatar
Written by Shem Bogusz
Updated over a month ago

Report Description

  • Compares the current month & YTD, Actuals to Approved Budget

  • Compares the Forecast budget version with a variance to Actuals

Note: The purpose of all the articles in this group is to share custom report templates that other users from the Calxa community have created.

If you have a customisation you would like to share please email helpme@calxa.com and we'll consider sharing it here.

Use this Custom Template

  1. Download this custom report template.

  2. Then Import the Custom Template to your workspace.

Special Requirements

Budget Versions

Requires 2 budgets. See Manage Budget Versions.

  • Approved - an approved or original budget.

  • Forecast - a current or up to date budget that differs from the original budget.

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