We have Account Numbers that have a yearly budget, but we're responsible for spreading that budget across all 12 months appropriately and then turning in variance reports if our numbers are off from what we budgeted. I want to see my expenses in real time against what I have budgeted so I can move funds if needed before the month closes.
We have an Expense Reports app to track expenses throughout the month and I'm trying to figure out how to sum expenses for each month for that account code in THAT month only so I can keep track of how close I am and if I need a variance report.
Office Supplies budget by month:
Jan = $21
Feb = $0
Mar = $111
Apr = $0
So I want to be able to sum Office Supplies expenses from the Expense Reports by each month it's spent. I don't want to sum my total spent because it won't show me accurately where I am for the month.
Does that make sense?
Does anybody have any suggestions?
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