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Budget Summary Report
Budget amounts at a point in time. Shows account budgets for variance analysis and performance tracking.
Parameters
| Parameter | Required | Description |
|---|---|---|
| As of Date | Yes | Point-in-time snapshot date |
| Periods | No | Number of periods to show (1–12). Controls how many date columns appear in the output. |
| Timeframe | No | Period grouping — Monthly, Quarterly, or Yearly. Determines column labels (e.g., Jan-26, Feb-26 for Monthly). |
| Display Mode | No | When using Compare: Columns (default) places periods side-by-side, Rows stacks them vertically. Locked after creation — insert a new report to change. |
| Cash Basis | No | Show only paid transactions (default: accrual) |
Output
Budget amounts by period for each account. Shows budgeted values only — does not include actual figures or variance calculations. To compare budget vs actuals, insert a P&L report alongside and build your own variance column in Excel.
Tips
- Combine with XO.BUDGET function for detailed variance analysis
- Use for monthly budget reviews and forecasting
- Compare with P&L report for comprehensive budget tracking
After Creation
Some settings can be changed after inserting a report; others are locked because they affect the column structure.
- Editable: Cash Basis, Organizations, Date Range
- Locked: Periods, Timeframe, Display Mode — insert a new report to change these