From the menu bar, Click Banking and Click Budgeting to open the BUDGETING window. Click the Reports button and Click Budget Report. Set the report date for either a monthly budget report or a year-to-date budget report. After creating each report, memorize that report by Clicking the Memorize button and naming one report Monthly Budget Report and the other report Year-To-Date Budget Report. Doing this will allow you to use the Memorized reports and graphs section of Reports and Graphs to bring up these reports. Then all you need to do is set the proper date range and Click the Update button to generate the correct report.
A sample year-to-date budget report is at the end of this section.
