The option to show the YTD amounts vs. Total Annual Budget in the Budget vs. Actuals report is unavailable. However, we can customize the report to the period of comparison as to $ Over Budget, % of Budget, $ Remaining, and % Remaining. You can also run another report that shows the YTD amounts vs. Total Annual Budget and export them to Excel to combine it with the Budget vs. Actuals report. To modify the reports, just follow the steps below:
Go to the Reports menu.
Find and open a report on the search field.
Use the basic filters on the report to adjust things like the report dates.
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