Comparing actuals to budget in Financial Statements

Financial Statements
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1

I’m keen to hear users’ ideas for how they might like to compare actuals to budgets on a Financial Statement. For example:

  • Would you want to look at a hybrid view part-way through the year (e.g. in month 6, see what 6 months actuals and 6 months budget look like)?

  • Would you like to see actuals versus budget #1 and budget #2 in the same view?

Any other suggestions for how we could improve comparative analysis in Financial Statements?

2

Hi @anon82048367 ,

For my client the P&L is typically shown in Excel with quarterly analysis comparing Actuals to Quarter To Date and Full Quarter, half year & this year would also be useful although not currently being referenced. Below is the structure of the P&L:

image
image2074×348 21.2 KB

I have sent a private message to you with the attachment so you can inspect closer.

Kind Regards,

Jon

3

Thanks Jon
We are looking at an expanded range of options when you elect to “include periods” in a Financial Statement and quarters/half years would be good options. I will keep you posted.