Budget per Category Report

Budget per Category Report

The Budget per Category report allows you to generate summary and detailed budget reports that compare your current budget year with a previous year. This article explains how to generate both summary and detailed budget reports per category.

Reports > Finances > Reports > Budget: Budget per Category

How do I generate a summary budget per category report?

  1. Choose the budget by clicking the For budget drop-down arrow.

  2. Choose Summary at the Show option by clicking the drop-down arrow.

  3. Choose the previous budget to compare with at the Compare with budget option.

  4. Click the Preview button to view the report.

  5. The report is generated as a PDF document which can be viewed in Adobe Acrobat Reader.

How do I generate a detailed budget per category report?

  1. Choose the budget by clicking the For budget drop-down arrow.

  2. Choose Detail at the Show option by clicking the drop-down arrow.

  3. Choose the details you prefer at the Detail option.

  4. Click the Preview button to view the report.

  5. The report is generated as a PDF document which can be viewed in Adobe Acrobat Reader.

Frequently asked questions

What is the difference between a summary and detailed report?

A summary report provides an overview of budget totals per category and compares them with the selected year. A detailed report breaks down individual line items within each category for more granular analysis.

Can I compare budgets from different years?

Yes. Use the Compare with budget option to select any previous budget year for side-by-side comparison with your current selection.

In what format is the report generated?

All budget reports are generated as PDF documents. You can view them in any PDF reader and print them directly from there.

Last updated: April 2026 | Version 5.0

© Copyright d6 group (Pty) Ltd.

    • Related Articles

    • How to print the Budget per Category report

      The Budget per Category report allows you to generate summary and detailed budget reports that compare your current budget year with a previous year. Reports > Finance > Budget: Budget per Category How do I generate the report? Select the budget ...

    • How to set up the Budget

      How to set up the budgeting module in d6, entering budget amounts per GL account for planning and variance reporting. Finances > Budget: Budget How do I capture a budget? Navigate to Finances > Budget > Budget. Select the financial year. Enter the ...

    • How to export a Structure Report to Excel

      The Structure Reporting feature allows you to export your reporting structure to Excel, including budget comparisons and monthly breakdowns. Reports > Finances > Budget per Category > Structure Reporting How to export a structure report Choose which ...

    • Budget Categories

      Budget categories are used to group budget items under Income/Expenditure or Capital accounts. Finance > General Ledger > Budget by Category How do I create a budget category? Click Create new category. Enter the name and the linked general ledger ...

    • Budget Worksheet per Item

      The Budget Worksheet per Item is a planning tool for setting up next year's budget. It can be printed per staff member, showing only the budget items each person is responsible for. Reports > Finance > Budget: Budget Worksheet per Item How do I ...