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Creating a Budget Report
From the menu bar, Click Cash Flow and Click Budget to open the BUDGET 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 Save Report 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 Saved Reports 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 Save Report button to generate the correct report.
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Click here for a sample year-to-date budget report.
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