Summary budget vs. actual report

Note

These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review What’s new and planned for Dynamics 365 for Finance and Operations. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).

Use the Summary budget versus actual report to generate a summarized report comparing budgeted amounts to actual expenses and revenue activity during a time period you specify. For each account, the report lists budgeted amounts, actual expenses or revenues, encumbrance amounts from purchase orders, and pre-encumbrance amounts from purchase requisitions. Additionally, the report lists the remaining budget amount for each account and fund. The report can be sorted by fund and then account number and displays subtotals within each fund based on the financial dimension set you selected to group by. The grouping determines how the Navigation Pane, a tool helpful for reviewing activity, displays activity.