Open the LiveFlow Extension and click Create report
Open the Start from a template and choose Budget vs Actuals - Profit & Loss
Select your company that you'd like connected to the Live Profit & Loss sheet
In the YTD Budget vs Actuals Dashboard, select the month you want to see in cell B4
The Actual/Budget/Remaining numbers for the following will update
The month you chose
The same month for the previous year
YTD 2023
YTD 2022
Use the YTD Budget vs Actuals - Profit and Loss LiveFlow template to see your YTD budget compared to actual YTD budget
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Written by Lasse Kalkar
Updated over a week ago