Run this report to see the comparison of the budgeted expenditure per schedule, with the actual recorded amounts. 




Select Reports, then budget vs actuals report 


The filters for this report are:

  • Report For - select a company
  • Property to Include - select one property
  • For the Budget - select one budget which can be in any state
  • Show Summary View - by default, the report is the detailed view which lists out each expense code within the schedule. Summary View only shows the amounts per schedule




If you are finding that actuals are not coming across there could be a chart of account code issue when entering the invoices. 


If you are using Xero ensure that your tracking code is correct against the property & expense invoices

Full Report can be found attached