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Workspace Reckon One
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Created by Guest
Created on Nov 4, 2020

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Budget V Actual

New Reckon One User. Having just entered all my budget amounts into Reckon One (what a tedious task, so much easier in Reckon Hosted), I now discover there is no report that will print Actual V Budget. So a complete waste of time entering the budget into the system, if the system can't do anything with it. I will soon be a Reckon One ex-user: it is not ready for any thing. In the NZ version, I can't even produce ABA payment batches, so no productivity gains.

  • ADMIN RESPONSE
    Nov 5, 2020

    Hi Adam. you'll find the budget vs actual report at Reporting › Reports centre › Reports › Analytics

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  • Admin
    Jason Hollis
    Reply
    |     Nov 16, 2020

    Hi Adam. I have raised your case with the support team however they do not have your email on record, so I assume you have another email attached to your record. Please contact customerservice@reckon.com and reference this ideas chat. Cheers, Jason.

  • Guest
    Reply
    |     Nov 8, 2020

    Hi Jason, thanks for your response. I am trying to do a set of 6 month financials to 30 September, so a YTD of "today" isn't much use. Do you have a service that converts One data to Reckon Hosted? Cheers

  • Admin
    Jason Hollis
    Reply
    |     Nov 6, 2020

    Hi Adam. Not exactly what you are after, however if you use this configuration, you'll see the budget takes into account the YTD point in time. ie I have set a budget of $1,000 per month for fuel sales. The YTD takes the $1,000 for October, and adds $200 for being in wk1 of the next month. The ACTUAL would be your actual fuel sales up to today.

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  • Guest
    Reply
    |     Nov 5, 2020

    Awesome. You'll need to let your phone support team know, as they told me there was no such report. I am trying to do a YTD Actual vs YTD Budget with $ & % variances, but the report only offer mthly or quarterly (or annual) comparisons, not YTD. (Maybe that's why the support team said no: no to YTD?) Any solution for this? Cheers