UPlan: New Budget vs Actual Reports

Published January 15, 2026

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You can now find two new Budget to Actual reports in Executive Reports. To see the data for a specific time, choose the reporting period you want from the Period drop-down menu.

Budget vs Actual YTD

  • YTD displays all months up to the selected month for both budget and actuals.
  • Select June to view the full fiscal year.

Budget vs Actual QTD

  • QTD displays only the three months within the selected quarter.
  • Carryforward is budgeted and delivered in June, so values will appear only in Q1.
  • QTD is most useful for analyzing sources and uses, but not carryforward or ending balance.

 

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