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Budget Summary Report
Budget amounts at a point in time. Shows account budgets for variance analysis and performance tracking.
Parameters
| Parameter | Required | Description |
|---|---|---|
| As of Date | Yes | Point-in-time snapshot date |
| Cash Basis | No | Show only paid transactions (default: accrual) |
Output
Account budgets showing budget vs actual amounts for the specified date.
Tips
- Combine with XO.BUDGET function for detailed variance analysis
- Use for monthly budget reviews and forecasting
- Compare with P&L report for comprehensive budget tracking