How to: Analyse Actual Amounts Versus Budgeted Amounts

As a part of gathering, analysing, and sharing your company data, you view actual amounts compared to budgeted amounts for all accounts and for several periods.

To analyse budgeted amounts, you must first create budgets. For more information, see How to: Create Budgets.

Note

This functionality requires that your experience is set to Suite. For more information, see Customizing Your Dynamics 365 Experience.

To view a budget

In a budget with dimensions, you can filter the entries and see specific budgets.

  1. Choose the Search for Page or Report icon, enter G/L Budgets, and then choose the related link.
  2. In the G/L Budgets window, open the budget that you want to view.
  3. At the top of the window, fill in the fields as necessary to define what is shown. Choose a field to read a short description of the field or link to more information.

Note

If you have selected Period in either the Show as Lines or the Show as Columns field, then you must fill in the View by field. If you have not selected Period in either the Show as Lines or Show as Columns field, then enter the appropriate period in Date Filter field.

Note

Only entries from the general ledger budget with the filter codes that you enter on the Filters FastTab are included in the calculation. Budget entries with other filter codes or without any filter codes are not included. As long as the filter remains on the window, the budget only displays the budget entries with these filter codes.

Tip

If you want to modify the budget, you can modify the budget entries. Choose an amount to view the underlying general ledger budget entries.

To view actual and budgeted amounts for all accounts

You can view general ledger budgets and compare them with actual figures in several areas of Dynamics 365.

  1. Choose the Search for Page or Report icon, enter Chart of Accounts, and then choose the related link.
  2. In the Chart of Accounts window, choose the G/L Balance/Budget action.
  3. At the top of the window, fill in the fields as necessary to define what is shown.
  4. To see a specification that makes up the amount shown, choose the field.

Note

The filters you set in the window header will be applied to general ledger entries and also budget entries.

The leftmost columns contain the chart of accounts. Of the five columns on the rightmost side, the first four columns show actual and budgeted debit and credit amounts for each account. The fifth column shows the proportional relationship between the actual and the budgeted amounts on the general ledger account.

Tip

Use the View by field in the G/L Balance/Budget window to select the period length. Use the View as field to select the way the amounts will be calculated, Net Change or Balance at Date. Choose the Previous Period or Next Period action to change the period.

To view actual and budgeted amounts for several periods

Instead of viewing the actual and budgeted amounts for all accounts within a single period, you can view a number of periods for a single account.

  1. Choose the Search for Page or Report icon, enter Chart of Accounts, and then choose the related link.
  2. In the Chart of Accounts window, select the relevant general ledger account, and then choose the G/L Account Balance/Budget action.
  3. At the top of the window, fill in the fields as necessary to define what is shown.
  4. To see a specification of an amount shown, choose the field.

See Also

Business Intelligence How to: Work with Account Schedules
Finance
Setting Up Finance
The General Ledger and the Chart of Accounts
Working with Dynamics 365