Comparison Reports
To find your Comparison Reports, go to Reports → Ledger Reports → Comparison. From here you will see a list of options to choose from.
Feel free to download this PDF, Ledger-Comparison Reports-280425-154424.pdf , for helpful tips about when to use these reports and what they contain.
Monthly Comparison | Lists Income and Expenditures by account (under Categories/Sub-Categories) for a selected month. Select from 8 amount or comparison fields for the current or prior year. Display the Budget to Actual differences as an Amount or Percent. All Accounts or Selected Accounts may be included. Detail or Composite report type options. Totals by Income and Expenditures; option to display Over/Under. |
Quarterly Comparison | Provides similar output as the Monthly Comparison report but for a quarter (3 months) at a time. |
Range Comparison | Provides ability to compare Current Year, Last Year, 2 Years Ago, Current YTD, Last YTD, or 2 Years Ago YTD, based on date range. Also provides ability to Show the Average. |
Monthly Summary | Lists Income and Expenditures by account (under Categories/Sub-Categories) for a 6-month or 12-month period beginning from a selected date. Transaction, Posting, and Modified beginning dates may be used. All Accounts or Selected Accounts may be included. Detail or Composite report type options. Totals by Income and Expenditures; option to display Over/Under. |
Ledger to Budget | Lists Income and Expenditures by account (under Categories/Sub-Categories) for a specific date or by date range. Compares actual Amount to Budget amount and calculates the Difference and Percent of Budget used. All Accounts or Selected Accounts may be included. Detail or Composite report type options. Totals by Income and Expenditures; option to display Over/Under. |