The Budget Report shows budgeted amounts for each account, by period.
You can show only one budget at a time on the report. (Sage 50 Premium Accounting and higher)
Options
Select the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:
- Dates: You can select to show all periods, this period, a range of periods, or this year. When you select Range, you can specify the periods in the From and To boxes.
Note: This report shows a maximum of four years of data. When choosing a Range, you must select dates that fall within a maximum of four consecutive fiscal years. For example, if your company uses a calendar fiscal year, you can select a range from March 2013 to March 2016. The range from March 2013 to March 2016 falls within four consecutive fiscal years (2013, 2014, 2015, and 2016).
- Select a filter: First, select a filter on the left. Then, define the options for that filter on the right. The options differ based on the filter selected. Tell me more about the types of filter options.
- Budget: Select the budget to display on this report.
- Include Accounts with Zero Amounts: If you want the report to show budget figures even for accounts with zero balances, select this check box.
Columns
Select the Columns link to choose which data fields to include and where the columns break on your report. Tell me more about choosing report fields.
Fonts
Select the Fonts link to set the font styles for the heading and body of the report. You can also have the titles of the report show special codes, such as the current period, today's date, an as-of date, and the company name. Tell me more about formatting reports.