Reports
How to automate Budget vs. Actuals
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Import your P&L from QuickBooks and choose Display-by: Month.
Inside the P&L report, create budget columns in between your actuals columns.
Insert your budget values.
Reload your spreadsheet and your actuals will update 100% automatically, in the right cells of course!
We explain it much better in the video below, so go check that out! The magic happens at 2.45 min.👇
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LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorized payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.
© LiveFlow. All rights reserved.
LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorized payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.
© LiveFlow. All rights reserved.
LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorized payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.
© LiveFlow. All rights reserved.
LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorized payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.
© LiveFlow. All rights reserved.