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Forums » Product Forums » The Financial Edge » Reporting/Reconciling » Adding budget data to Income Statement

Adding budget data to Income Statement

Last post 05-27-2009 3:23 PM by Janice Shambor. 2 replies.
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  • 10-20-2008 3:53 PM

    • Nicole Roberts
    • Not Ranked
    • Posts 1
    • Organization: Eastern Michigan University Foundation

    Adding budget data to Income Statement

    Reply Contact

    I have created multiple budget scenarios and tried to select one for a new column I added to the standard income statement.  When I view the report, the budget data is not populated, but I have confirmed through a query that it is indeed loaded to the scenario I am selecting.  Do I have to do something in order for the budget dollars to be picked up and included on my report?  I see an option under budget tools to finalize my budget scenario, but I don't want to do that just yet.  Do I have to finalize a budget in order to see it on a report?  Is there another problem that I might be overlooking?  Thanks for your help.

     

  • 03-31-2009 3:56 PM In reply to

    • Stefanie Alexander
    • Not Ranked
    • User Since: 2007
    • Posts 6
    • Organization: Blackbaud, Inc.
    • Products:  Accounting for Nonprofits, The Financial Edge

    Re: Adding budget data to Income Statement

    Reply Contact

    Hi Nicole

    Ive seen this happen sometimes and there are just a few things you can check.1. Does the date range of the scenario match the date range of the report?2. Do you have the budget column set properly so that it is looking at the right scenario?3. Are you filtering out the accounts that have the budget information?

    4. Is the budget an account budget or a project budget? I ask this because if you are running a project report but only have an account budget, it wont pull in correctly.

    Additionally, here is a great Knowledgebase Solution that walks you through how to add the budget to the Income Statement: BB108525 If this doesnt work out for you, feel free to create a case on Case Central under the Support menu and we at Support can troubleshoot it further with you. I hope this helps :D

     

  • 05-27-2009 3:23 PM In reply to

    Re: Adding budget data to Income Statement

    Reply Contact

    MAke sure that you are identifying the correct budget or budget sceniro in your income statement column formula.
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