Income vs. Expenses

KPI Group: Accounting

What it Measures

This KPI reports income balances versus expense balances for each general ledger fund/AMP, with the option to drill-down and view each account type by either current or net change FDS group amounts per AMP.

When to Use it and Why

This KPI provides a graphical representation of the income and expense accounts found on a standard general ledger balance sheet. It creates a bar chart comparison of your various funds showing each fund's financial health as it relates to income and expenses.

You are also able to drill-down to view a percentage breakdown of total income and total expenses in a pie chart.

Current Refresh Frequency

Monthly: Values are updated in HIP at the end of each month.

Historical Archive Frequency

Monthly: Values are created, or archived, at the end of the month; you can compare each month using the historical view.

Related Reports

The data in this KPI is also found in the Trial Balance Pivot Fund Compare, FDS Level 3 AMP Financial Data Balance Sheet, and Balance Sheet reports in the WinTen² General Ledger program. To access these reports in General Ledger, follow the directions below:

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