New Comparative Budget to Actual by Month Report in Aplos
You asked for it, so we built a Comparative Budget to Actual by Month report in Aplos! Compare your budget with your actual income and expenses by month for each account, fund, or tag. View all months for your fiscal year in one report and compare them to each other to identify any variances that may affect your financials, such as receiving more donations than you expected or encountering higher expenses during a project.
With the new Comparative Budget to Actual by Month report, you:
- Save time by having all the budget data you want to compare in a single report
- Ensure the accuracy of your finances by having all of your financial information in one system
- Eliminate the need for additional spreadsheets to compare your monthly budget data
Using the Comparative Budget to Actual Report
Aplos Core is required to run the Comparative Budget to Actual by Month report.
For Aplos Core users, the report is already enabled in your account. (Currently using Aplos Lite? Upgrade to Aplos Core.)
Simply navigate to the Reports page and select the Comparative Budget to Actual by Month report. The report will automatically populate year to date based on your organization’s fiscal year in your account settings. However, you have the ability to view the data through the month of your choice.
You can also use the filters on the report to choose data for your accounts, funds, or tags (if enabled) that you want to compare.
