Template for monthly actual vs budgeted

[heather]

See if this helps @joshmccormackpt ?

Budget and Actuals Charts for Each Category

What is the goal of your workflow? What problem does it solve, or how does it help you? This solutions creates a side-by-side comparison of budget and actuals for each category by month. It provides a visual snapshot of activity within a category to see how the budget plan is working (or not!) How did you come up with the idea for your workflow? I wanted to get a quick look at the activity in my categories for planning the coming year’s budget. Looking back helps me see if my expectations wer…