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How do I see the YTD Budget compared to YTD Actual?
How do I see the YTD Budget compared to YTD Actual?

Use the YTD Budget vs Actuals - Profit and Loss LiveFlow template to see your YTD budget compared to actual YTD budget

Alex Finn avatar
Written by Alex Finn
Updated over a year ago

  1. Open the LiveFlow Extension and click Create report

  2. Open the Start from a template and choose Budget vs Actuals - Profit & Loss

  3. Select your company that you'd like connected to the Live Profit & Loss sheet

  4. In the YTD Budget vs Actuals Dashboard, select the month you want to see in cell B4

  5. The Actual/Budget/Remaining numbers for the following will update

    1. The month you chose

    2. The same month for the previous year

    3. YTD 2023

    4. YTD 2022

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