Dues & Financials

Budget vs Actual report

Compare what you planned against what you actually spent, on a cash basis, for the full year or any date range. The report that tells the board whether the community is on track.

Last updated June 10, 2026

The Budget vs Actual report puts your planned budget next to what the community actually took in and spent, line by line, on a cash basis. It is how the board answers “are we on track?” at any point in the year, and it is the natural companion to the live budget your residents already see on their dashboards.

Where to find it

Manage > Reports in the admin sidebar, then the Budget vs Actual tab.

You need a budget for the year first. Build and save one under Budget (see Share your community budget). The report reads from that budget; without one, there is nothing to compare against.

What the report shows

  • Annual view - your planned income and expense lines next to actuals year to date, with the variance on each line and whether you are over or under overall.
  • Date-range view - pick any start and end date (a quarter, a month, since the last meeting) and the report compares the budget for that window against what actually moved in it.

Everything is cash basis - it counts money when it actually came in or went out, which is how a volunteer treasurer and a homeowner both think about the community’s money. Accrual would lump a year of dues into the month they were assessed and confuse everyone.

Export it for the meeting

Both views export to PDF and CSV. The PDF is board-meeting ready; the CSV is for anyone who wants to pull the numbers into a spreadsheet.

How it relates to the resident budget

When you share the budget with residents, they see a live budget-vs-actual card on their dashboard. This report is the board-side, full-detail version of that same comparison, with date ranges and export. Residents get the at-a-glance view; the board gets the working report.