Budget vs Actual Analysis

Compare actual results against budget by month and line, with variances in amount and percentage.

Key features

• Budget and actual input by month
• Favourable and adverse variance flags
• Year-to-date variance
• Top variances summary

Who it is for

Small business owners · Entrepreneurs · Bookkeepers and accountants · Finance managers

What is included

• Instructions
• Settings
• Budget
• Actuals
• Variance analysis
• Dashboard

Make it yours

Add your company or business name, logo, address, currency and date format. In the web app your branding is saved and shown on the dashboard and exports. Rename categories and lines to match your business.

Requirements

Excel: Microsoft Excel 2016 or later, or Microsoft 365 (Windows or Mac). Google Sheets: a free Google account. Web app: a current browser on computer, tablet or phone.