How do I compare budget and actual? (Account Inquiry)
Use Account Inquiry to compare budget to actual amounts. Account Inquiry can show:
-
Current YTD Budget and Actual
-
Prior YTD and Current YTD Actual
-
Prior YTD Budget and Actual
-
Prior YTD Actual/Current YTD Budget and Actual
Comparing budget and actual in Account Inquiry
1. Open Connect General Ledger > Account Inquiry.
2. Select the Budget tab.
3. Select the Budget Comparison tab.
4. Find the section titled Compare.

5. Use the drop-down list to select an option.
The column headers in the table show the selected option.
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
Where are budget notes for YYYY? (Account Inquiry)
Connect saves budget notes by budget year. To add or view a budget note in Account Inquiry, select the budget year. To edit or delete a budget note, use Enter Budget Amounts (Budgeting > Enter Budget Amounts). Viewing budget notes by YYYY 1. Open ...
How do I view the budget transaction type? (Account Inquiry)
Set up the budget transaction tab in Account Inquiry to show the budget transaction type. Adding the Type column allows you to view the transaction type so you can verify transactions have been created and saved as budget transactions. When a user ...
How do I view approval status for budget transactions? (Account Inquiry)
Use Account Inquiry to view the approval status for budget transactions. Submitting a budget transaction for approval starts the budget approval process. Depending on your organization preferences, the approval process may have one or more steps in ...
How do I view the percentage an account is over/under budget?
Use Account Inquiry to view the percentage an account is over or under the budgeted amount. The Percent row shows the actual amount divided by the budget amount. If the percent is greater than 1, the account is over the budgeted amount. If the ...
How do I view a year-to-date amounts as a line chart? (Account Inquiry)
Show the year-to-date amounts in a line chart. You can set up the line chart to show budget amounts and actual amounts for the selected accounts. Line chart on the Multiple Accounts tab Viewing year-to-date amounts as a line chart 1. Open Connect ...