CenterPoint® Accounting - Create a Financial Analysis Comparing Budget to Actual (Book Values)

Related Help

View or Print as PDF for CenterPoint Accounting for Agriculture

View or Print as PDF for CenterPoint Accounting

View or Print as PDF for CenterPoint Fund Accounting

In this topic, we'll provide step-by-step instructions for creating a financial analysis that includes actual (book values) and budget amounts. Refer to the main Understanding and Using Financial Analysis topic for additional information on printing a financial analysis, editing actual data and common modifications to an analysis.

Create an Analysis that Compares Budget to Actual

  1. Select Reporting Tools > Financial Analysis. Click New.

  1. Enter a Name that describes the analysis.
  2. Select the date range for this analysis in the From/To fields
  3. Select the appropriate Companies/Funds. One or more companies/funds can be included in a single analysis.
  4. All Budgets for selected companies/funds and time period will be displayed. Select the appropriate budget(s) to be included in this analysis.
  5. If you are using account numbers in your database and would like to include them in the financial analysis screen, select Include Account Numbers.
  6. Click OK to display the financial analysis. At this point, only the actual (book value) data will be displayed.

  1. By default the data will be displayed for each month specified. If you prefer to view quarterly or annual numbers instead, select Format > Predefined Layouts and choose the appropriate option (Monthly, Quarterly or Annual).
  2. Select Format > Quick Insert Columns.

  1. Select All in the Insert For field. Insert For allows you to choose between Current Selection and All. Current Selection will insert the new column to the right of where your cursor is currently at. All will insert the same column to the right of all of the current columns on the analysis (profit center, production center, production year, and production series filters will not be maintained on this new column if they were previously selected).
  2. Select Budget in the Data field.
  3. Select Book Value in the Values field.
  4. Select the appropriate Year or Years. Click OK.

Document: 3123

Concept Link IconSee Also