Budget Report

This report compares your estimated income and expenses to your actual income and expenses. It shows you how close you are to your budget goals. 

The amounts populated in the "Period" column are driven through your business' use of the Autobooks application, whether through invoicing and payments or the categorization of transactions that were pulled into Autobooks through our sync with your bank account. 

The amounts populated in the "Budget" column are what you set up through our Budget tool, which you can learn more about here.


If you want to learn more about what makes up a particular balance for a given Accounting Category, you can click into that Accounting Category to bring up the Budget Details.


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