You can view general ledger budgets and compare them with actual figures in several areas of Microsoft Dynamics NAV.

To view actual and budgeted amounts for all accounts

  1. In the Search box, enter Chart of Accounts, and then choose the related link.

  2. In the Chart of Accounts window, on the Navigate tab, in the Balance group, choose G/L Balance/Budget.

  3. Fill in the fields in the header. For more information about a specific field, select the field, and then press F1.

  4. To see a specification that makes up the amount shown, choose the field.

Note
The filters you set in the window header will be applied to general ledger entries and also budget entries.

The leftmost columns contain the chart of accounts. Of the five columns on the rightmost side, the first four columns show actual and budgeted debit and credit amounts for each account. The fifth column shows the proportional relationship between the actual and the budgeted amounts on the general ledger account.

Tip
Use the View by field in the G/L Balance/Budget window to select the period length. Use the View as field to select the way the amounts will be calculated, Net Change or Balance at Date. On the Actions tab, choose Previous Period or Next Period to change the period.

Tip

See Also