G/L Account Balance Budget by Period Report in Dynamics 365 Business Central

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Every now and then I stumble across a feature in Dynamics 365 Business Central that makes me think, "this is too good not to share." One of those hidden gems is the G/L Account Balance Budget by Period report. If you've ever wanted a quick, clear look at how your actuals are stacking up against your budget, this report is a simple but powerful tool. 

Why It's Useful

Instead of exporting to Excel and creating pivot tables, this report gives you an instant view of how your financial picture aligns with your plan. It's an excellent way to: 
  • Spot variances quickly - see where your actual spend or revenue is drifting away from your plan.
  • Analyze by time period - break down performance by day, week, month, quarter, year, or accounting period.

Where to Find It

To access the report: 
  1. Navigate to the G/L Budgets page.
  2. Open the budget you'd like to review.
  3. From the Budget Card, select Report > G/L Account Balance Budget by Period. 
That's it. You're ready to start reviewing.



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Kristen Hosman is a Microsoft MVP in Denver. She works with Dynamics 365 Business Central and related technologies. You can also connect with her through this link: Kristen Hosman | Linktree

 

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