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How can I report monthly values, with just Actuals?
How can I report monthly values, with just Actuals?
Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 2 months ago

Sometimes you need to just report on actuals and not include budget values at all.

To report monthly values with just actuals, set up a new Budget version without any amounts in, so all the values will be nil.

  • Use P&L with Projected Total report template

  • Select the nil value budget in the settings

  • This will allow the actuals to populate for each completed month

  • Giving a total YTD Actuals figure as the year progresses.

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