How to print the Budget per Category report

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?

  1. Select the budget year.
  2. Choose summary or detail view.
  3. Optionally select a previous year for comparison.
  4. Click Preview to generate the PDF.
    • Related Articles

    • 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 ...
    • 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 ...
    • How to generate a Budget Document Per Item report

      The Budget Document Per Item report generates a PDF showing budget allocation details for a specific account and budgeter. It is used to review and print individual budget line items for a selected financial year. Reports > Finances > Budget > Budget ...
    • 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 ...
    • How to generate a Budget Report per Budgeter

      The Budget Document per Budgeter 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 — helping each budgeter plan their portion of the school budget ...