Comparing your Actuals against a Budget in COUNT

The Budget vs. Actual report allows you to compare your budgeted amounts against your actual financial results. This report helps you identify variances and evaluate how your business is performing compared to your planned targets.

To access the report:
Reports → Budget vs. Actual

On the Financial Statements page, click Budget vs. Actual.

Generate a Budget vs. Actual Report

After opening the report, select the desired reporting options:

• Budget – Select the budget you want to analyze.
• Version – Choose the budget version to compare against actual results.
• Report Type – Select the reporting basis.
• Currency – Choose the reporting currency.
• Period Columns – Define how periods are displayed.
• Report Mode – Select the report presentation format.
• Variance – Choose how variances are calculated and displayed.
• Include prior period actuals – Include actual amounts from periods before the budget start date.
• Show row totals – Display totals for each account row.

Once all options have been selected, click Generate Report.

Understanding the Report

After generating the report, COUNT displays the budget, actual, and variance amounts for each account and period.

The report includes:

• Budget – Planned amount entered in the budget.
• Actual – Actual recorded transaction amount.
• Variance – Difference between the budgeted and actual amount.

Accounts are grouped by category, such as Income, and displayed across the selected reporting periods.
This allows you to quickly identify areas where actual performance differs from the budget.

Export the Report

To download the report for further analysis or sharing:

1. Generate the report.
2. Click Export as CSV.

Updated on: 24/06/2026