How to Compare Multiple Budgets in Docyt’s

The Multiple Budget Comparison feature allows you to view and compare up to five budget versions for a single fiscal year within the Owner’s report.

Steps to Use the Budget Comparison Feature in Docyt

  1. Log in to your Docyt account https://app.docyt.com/sign_in

  2. Navigate to Reports from the modules.

  3. Select 'Management Reports > Owner’s Report'.

  4. Move the cursor towards 'Customize' option and click on dropdown

  5. Select the Budget Comparison option.

  1. Select up to five budget versions you’d like to compare.

  2. Choose the Calender Month or Year for comparison.

  1. The report will now display:

a) Actuals vs. multiple budget versions.

b) Variance in both amount ($) and percentage (%).

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