To see how to upload your budget in How to add a budget or forecast
Once your budget is uploaded, you can easily create any number of reports and/or graphs to view it.
In Reports, create a new report (or copy an existing one), then set the Column Config to "Budget by Month (set current as starting month)".
Alternatively, in Dashboards, select a chart such as Revenue or Operating Costs to see the budget data for the time period and budget of your choosing.
For example, in Reports:
- Create a new report using the "New Report +" button at the top of the left sidebar.
- Select P&L or the report type of your choice
- At the bottom of the left sidebar, select: "Additional config options" button
- set the Column Config to "Budget by Month (set current as starting month)".