Budget Reporting

A full range of Budget Master File reports are produced to speed budget preparation, review, and verification.  The Budget Master Listing lists all the contents of a single budget record or a range of budget records.  This report can be used as a backup of the Budget Master File at any time.

Budget worksheets can be used as turn-around documents during budget preparation.  These reports list the current year actuals, the current values for the budget being maintained, and, optionally, another set of values for another budget year and sequence.  Individual budget amounts can be written in the period fields for a budget record and later updated through budget maintenance.  Space is also provided for entry of a budget maintenance code, maintenance percent, weighting factor, and quarterly amounts that can be used for budget maintenance calculations.

The budget comparison reports are used to compare two sets of budgets for all or a range of accounts.  This report can be used to identify significant variances between budget values for individual accounts.  Weighting parameters can be entered to limit the accounts listed to those with significant amount variances.  A percent value can be entered to list only those accounts where the percent difference between the two budget figures is equal to or greater than the specified percent.  An amount variance can also be entered to print only those accounts where the difference between two budget amounts is equal to or greater than the specified amount.

Financial statements and responsibility reports can be prepared listing only budget data.  The reports are prepared using the rules for subtotals and accumulations defined for financial statements and responsibility reports.  The cumulative effect of prepared budgets listed in financial statement and responsibility report format can be very helpful during the budget review process.