Trial Balance/Budget (report)

The Trial Balance/Budget report shows general ledger (G/L) accounts with debit and credit net change and balance for a period you specify. The report also shows the percentage of actual figures vs. figures for same period last year.

You can filter the report by dimensions.

Use cases

To check the debit and credit net change and closing balance compared to the budget, view a snapshot of your chart of accounts at a given point.

Use the report to assess how well you're following your financial plans and identify variances between actual and budgeted amounts. The report is useful for financial analysis and decision-making at the end of an accounting period or fiscal year.

Try the report

Try the report here: Trial Balance/Budget

Tip

Tip:
If you hold down the CTRL key while you select the report link, the report opens on a new browser tab. In this way, you can stay on the current page while you explore the report on the other browser tab.

Alternative reports

There are several other ways to analyze your balance. To learn more, go to:

Trial Balance/Budget Excel
Balance Sheet (Power BI)
Key finance report overview
Ad hoc analysis on finance data
Power BI finance app
Financial Reporting Financial analytics overview

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