Comparison Budget

Modified on Fri, 26 Nov, 2021 at 1:11 PM

In the Budget window, each Budget now has a selector called "Comparison Budget" that lets you select another Budget from the same Project (note that there must be more than one Budget for this to work).

To show the comparison numbers you also need to use "Edit View" (in the View menu) to add the columns that are called "? (Compare)". If you don't show any of those columns, the info from the Comparison Budget will not be displayed anywhere.

In the Budget table, any details from the Comparison Budget that can be matched with similar details in the currently viewed Budget will be totaled and shown in the "? (Compare)" columns.

Any details from the Comparison Budget that can NOT be matched will instead be displayed at the bottom of each account, in an italic font. And here's a tip: You can select those details, right-click and choose "Copy To Current Budget" if you want a quick way to copy them from the Comparison Budget to the currently viewed Budget.


When you run a Financial Report on the Budget, you can also display the comparison numbers by using the fields inside "Numbers (Comparison Budget)".

NOTE: Any lines that are in the Comparison Budget but NOT in the main Budget are hidden until you display at least one "Numbers (Comparison Budget)" field.


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article