I am using Accountant Version and am trying to use the "Budget" column on the income statement. I can not seem to figure out to get this to work.
hi ELSA SAGE
Sage Cloud Accounting doesnt have Budget module, are you using Sage 50 desktop program by any chance?
Yes I am using desktop
thanks for confirming, I will move this thread to Sage 50
In Sage 50 you can run a Comparative Income Statement with one column for Budget. In Sage 50 PRO you have only two columns to compare. However, in Premium and Quantum you can run a single report with four columns to compare. Of course you have to add your budget amounts to each account first.
I am using Sage 50 Pro, so that explains why I can't get the budget column on the financial report. Thank you for clarifying this for me.
In Sage 50 PRO you can still get the Budget column and one year of Actual. You can not get two years of Actuals plus the Budget. If I must have three columns using the PRO edition I run two reports and export them to EXCEL to manually combine into one report for publishing.
I was looking to have current year actual, current year budget and last year actual. I figured I would have to export to excel to provide the statements for my client. Thanks for the info. Much appreciated.
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