Budget Report Summaries

The following reports are found on the Budget Report tab of the Ledger and HUD Reports screen.

Budget Comparison Report

This report provides for selection of just one fund, multiple funds or all funds. You may also select a specific project or account mask, as well as three grouping levels where you can choose from FDS account, Fund, HUD account, line item, sub line item and report groups. Select a reporting period (calendar month and year). You may choose to include expanded detail and exclude accounts with zero balances. You may also click on the sub-tab and select individual accounts for your report. This report is used for comparing the actual balances to what has been budgeted for the period of time selected.

Note: Your agency must be using the WinTen² Budget program for any data to be returned on these reports.

Annual Budget Comparison Report

This report provides for the same selection criteria as the Budget Comparison Report, but also displays the annual budget amount and the variance from what has been budgeted for each account. This report is used by management to monitor the budget progress for the year.

Current/Year-to-Date Budget Comparison Report

This report has the same selection criteria are available to you as in the Budget Comparison Report, but also compares the current month and the YTD figures to the budget. There is a column for the variance, so that you can see if the actual is better or worse than what has been budgeted. This report is used by management to monitor the budget progress for the current period and also the current year.

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