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Budget reports

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Summary

The budget reports available in Sage 50 Accounts and where to find them.

Description

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

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.

Check your budgeting method

You can check the budgeting method you’re currently using by selecting Settings, then choose Company Preferences, then press Budgeting.

CAUTION:

Running reports when using the incorrect budgeting method won’t provide accurate figures.

The budgeting reports

The following list shows all available budgeting reports. To ensure accurate information, use the required budgeting method.

NOTE:

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

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

Available reports

To check reports available in Sage 50 Accounts and which variant they're included in, use the accounts report finder. 

TIP:

If you can't find the report you need in the above table, check out the Microsoft Excel Report Library.

 

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