How to run the YTD Budget Report

How do I run the YTD Budget Report?

YTD Budget Report

General Ledger Menu > Inquiries and Reports > YTD Budget Report

1. Click Search

2. Enter criteria for the accounts needed. (Org/Obj/Project, Fund,  Full Account code, etc.)

3. Click Accept

4. Click Report Options, update as needed

5. Under Additional options update as needed. 

6. Click Accept

7. Click Back

8. Click Display

The YTD Budget Report can be run for prior years through last year 3, Current year and Next year.                     

Schedule a budget report to be emailed monthly

See additional information for options available in the YTD Budget Report here (p8): Connect 2023 Out of the Box Standard Reporting Tools for General Ledger and Budget