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Budget Report – Year-to-Date (YTD)

The Year-to-Date (YTD) Budget Report option shows expenses relative to revenue and expense accounts (for which budgets were defined) for the period selected and year-to-date. It allows you to compare the prior year-to-date, the current period, the current year-to-date and annual budget (or year-to-date) amounts. A variance column represents the current year-to-date figures relative to the annual or YTD budget figures. Values are expressed in both dollars and percentages.

Available Actions:

Using

Printing

Year-to-Date (YTD) Budget Report Fields

Cost Center	Select the cost center(s) you would like to view in the year-to-date budget report.
Period	Enter the period you would like to view in the year-to-date budget report.
Collapse by Cost Centers	Select Y (Y=yes), to have the cost center column of the year-to-date budget report appear blank and have cost centers totaled for each account listed on the year-to-date budget report. If the field is set to N (N=no), all cost centers will print in detail.
Sum by Cost Centers	Select Y (Y=yes) to have the monthly budget report show a summary by cost center. You may only set this field to yes if you have previously defined custom formats.
Budget Column (Y/A)	Select the format report. Year-to-date (Y) uses YTD budget amount in the annual budget column; annual report (A) uses annual (whole year) budget.
Report Format	Choose a report format from the Select An Option window: NET YIELD FORMAT or Format 1.

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