Logicim's ready-to-use Sage 50 CA Income Statement - Current Month - Actual vs Budget.

Introduction

The Income Statement - Current Month - Actual vs Budget Report compares current-month revenue and expenses with budgeted amounts to evaluate performance and budget adherence.

Prerequisites

View Requirements here

What the Report does

It presents actual income and expenses beside budget figures and highlights variances for current-month financial review.

How to use the Report

Step 1: Enter the required period inputs in C14 and C15.

Step 2: Select Refresh on the XLGL ribbon.

Step 3: Review the refreshed actual-versus-budget result.

Customization options

Adjust the desired year on the Parameters sheet before refreshing.

Common use cases

  1. Compare current-month actual results with budget.
  2. Identify favourable and unfavourable variances.
  3. Support forecasting and financial decisions.

Troubleshooting

Issue: No data is populated.
Solution: Verify the input parameters and confirm that the selected period contains records, then select Refresh.

FAQs

Q: How can I see the account ID associated with the values in column C?
A: Unhide column B.

Best practices

  1. Confirm the period inputs before refreshing.
  2. Refresh the Report after changing an input.
  3. Review period labels and active filters before comparing results.

References

Request a Custom Report: https://www.logicimtech.com/en/Services/CustomReport

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Edited: Monday, August 31, 2026

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