6020 · Financial reporting
Budget vs actual reports
Autessa Accounting’s Department & budget variance report compares each department’s monthly budget with posted actuals by category, with the variance and utilization for each line. Spend by category groups the profit and loss by your own categories.
The problem
Budget vs actual done in a spreadsheet every month
Most teams rebuild budget vs actual by exporting spend and pasting budgets beside it. The variance report uses the same budgets you set in Budgets and the same posted entries as your P&L, so it is ready the moment the month is posted.
What you get
- Choose a month; each department’s budget lines appear with posted actuals.
- Variance and utilization per category and per department, plus totals.
- Counts only what is posted to the books; budget screens count spend as it arrives.
- Spend by category groups P&L by your categories for any dates.
- Export to CSV.
How it works
How does budget vs actual reports work in Autessa Accounting?
Post the month
Approve and post the month’s transactions.
Open the report
Pick Department & budget variance and the month.
Read the variance
See which departments and categories ran over or under.
Every option
Report details
| Option | What it does |
|---|---|
| Period | One month. |
| Columns | Budget, actual, variance, utilization. |
| Basis | Posted ledger lines. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Everyone | Open Reports. |
Connected
How it connects to the rest of Accounting
FAQ
Questions about budget vs actual reports
Why do the budget screen and the variance report differ?
Budget screens count every transaction as it arrives, posted or not. The variance report counts only what is posted to the books.
Is the report by category?
Yes. Each department’s budget lines are shown by category with posted actuals.
Can I export it?
Yes, to CSV.
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