Cause
The Budget report has a start and end month which may be shorter than the year.
Resolution
Budget is set to monthly so it shows only the monthly breakdown on Budget report.
Workaround 1: Use the Comparative Income Statement (actual vs budget)
- The steps below are available for the Premium or Quantum versions only.
- Click Report, Financials, Income Statement.
- Under the Report Type drop down menu, change to Comparative Income Statement (2 periods).
- For the Second Period, change it to Current Yr Budget.
- Set the Start and Finish months.
- Make any other changes as necessary.
- Click OK.
Workaround 2: Use the Budget report in excel if not using the Comparative Income Statement report
- Click Report, Financials, Budget.
- Select Current year or Previous year which ever is applicable.
- Select the Start and End date.
- Make any other changes as necessary.
- Click OK.
- When the reports shows, click either the Export or Open in Excel buttons.
- In Excel, create a columm to total the budgeted amounts for the year.