Review budget variances

Open Reports → Budget Analysis, then select Variance Analysis for account-level comparison.

Review the comparison

1. Confirm the company and current reporting context. Review the selected fund in Maintenance before comparing figures.
2. Find an account using the Account or Description filter row.
3. Compare YTD Actual with YTD Budget, then inspect Variance ($) and Variance (%) together.
4. Review Year-End Proj. as a planning estimate. Investigate large differences against transactions and budget assumptions.
5. Use Excel or PDF to prepare a review copy. Open the downloaded file and check its contents before sharing.

A missing or zero budget makes a percentage less useful: inspect the amounts and confirm a budget exists. An empty table is not evidence that actual activity is zero. Check the reporting context and loaded data before drawing conclusions.

Follow up

Record the reason for a material difference and who will review it. If the approved plan needs revision, use budget maintenance. For financial statements, use the report library.