Budget reports
Description

If you use budgets in Sage 50 Accounts, there are several reports available depending on your budgeting method.

Cause
Resolution

 NOTE: Some of the reports listed below are only available in Sage 50 Accounts Professional. Not using Professional? Fill in this form and we'll be in touch with more information about upgrading.  

Check your budgeting method

You can check the budgeting method you are currently using by clicking Settings, then click Company Preferences, then click Budgeting.

CAUTION: Running reports when using the incorrect budgeting method will not provide accurate figures.


The budgeting reports

The following list shows all available budgeting reports. To ensure accurate information. you must be using the required budgeting method.

 NOTE: There are no reports to analyse Department Overview budgeting. To view the budget information click Nominal codes, then click Budgets. 

Name Filename Budgeting method Location
Comparative Profit and Loss Report PNL_COMBINED.report Standard Click Nominal Codes, then click Reports, then click Nominal Budgets
Budget Report BUDGET.report Standard Click Nominal Codes, then click Reports, then click Nominal Budgets
Profit and Loss (Actual, Budget & Variance) PNL_ABV.report Standard Click Nominal Codes, then click Reports, then click Profit and Loss
Profit and Loss (Actual, Budget & Prior Year) PNL_ABP.report Standard Click Nominal Codes, then click Reports, then click Nominal Budgets
Nominal Ledger Budgets (months 1-12 - Professional only) NL_REC.report Standard Click Nominal Codes, then click Reports, then click Nominal Budgets
Nominal Ledger Budgets (months 1-6 - Professional only) Nl_Budg1.report Standard Click Nominal Codes, then click Reports, then click Nominal Budgets
Nominal Ledger Budgets (months 7-12 - Professional only) Nl_Budg2.report Standard Click Nominal Codes, then click Reports, then click Nominal Budgets
Nominal Ledger Quarterly Budgets  Nl_Budg.report Standard Click Nominal Codes, then click Reports, then click Nominal Budgets
Profit & Loss by Department (Advanced Budget and Variance)   PNL_DEPT_ABV.report Advanced nominal code or Advanced in-depth Click Departments, then click Reports, then click Advanced budgets
Departmental Budget Report - In-Depth DEPTBUDVARDET.report Advanced in-depth Click Departments, then click Reports, then click Variance
Advanced Budgets Months 1-6 (Professional only) ABMonths1to6.report Advanced nominal code or Advanced in-depth Click Departments, then click Reports, then click Advanced budgets
Advanced Budgets Months 7-12 (Professional only) ABMonths7to12.report Advanced nominal code or Advanced in-depth Click Departments, then click Reports, then click Advanced budgets
Advanced Quarterly Budgets (Professional only) ABQuarterly.report Advanced nominal code or Advanced in-depth Click Departments, then click Reports, then click Advanced budgets

  TIP: If you can't find the report you need in the above table, why not check out the reports available from the Excel Report Design Service

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