I need a simple Income & Expense report like the one in the screenshot, including a Year to Date column and the Budget. However, I can’t figure out how to get the Annual Budget to show up in the column on the far right. I don’t need the percentages and “remaining” columns as in the Profit & Loss Statement (Actual vs Budget). Plus, I can’t add the extra Year to Date column in that report.
If the only way to do this is with a Custom Report, I have tried that. Is there a glossary somewhere that explains all the terms that are used in the different fields? I’m struggling with it.
Then copy the report to a spreadsheet and delete those columns. It will take less time than reading this paragraph.
The Actual column is the period to date. If you define the report to start at the beginning of the year, it will be the year to date. If you want, for example, a quarter-to-date and year-to-date, set up a regular P&L Statement with different date ranges and an Actual vs. Budget. Then copy columns from one and add to the other after copying both to spreadsheets. That still only take a minute or two.
