Recently I came across this question from a Sage 50 user:<\/p>\n
I’d like to add a full year budget column to the standard Income\/Budget Statement so my board can keep their eyes on the end-of-year goal. \u00a0Can you tell me how to add that column using the design tool within Reports & Forms?<\/em><\/strong><\/p>\n When I first looked into this report it appeared that it couldn’t be done. Sage 50’s financial statement designer doesn’t give you a way to set a column’s time frame to the full year. But then I remembered that in Sage 50 Premium and Sage 50 Quantum you can create multiple budgets and compare 2 different budgets on the same report. That provided a simple solution to the problem. We just needed to create a second budget with the full annual budget amount in every month.<\/p>\n Here’s how you can create this report:<\/p>\n First, create the new budget. The easiest way to do this is to open your regular budget in Maintain Budgets<\/em>, click on the “Total” column heading to select that column. Now right click on Total and choose copy. Next click the New<\/em> button on the toolbar to create your new budget. Click on the first month column heading and drag to select all the months. Then right click and choose Paste<\/em>. That will paste the yearly amount into every month. Save the new budget.<\/p>\n Now go to the Reports & Forms<\/em> menu, choose Financial Statements<\/em>, select the <Standard> Income\/Budget<\/em> report and click the Design<\/em> button. In the designer, double click the Column Desc<\/em> button (or right click it and choose Properties<\/em>). To add the new column, go to the first available line in the table (should be 8 for this report), check the Print<\/em> box and set the Contents<\/em> to Activity<\/em>. Enter Annual Budget<\/em>, or whatever you want for the column title. In the upper right section, change Align Title<\/em> to Right of Column<\/em> so it will match the other columns. In the lower right section, set Qualifier<\/em> to Budget2<\/em> and the Time Frame<\/em> to Current<\/em>. Click OK<\/em> to close the column description window.<\/p>\n Back in the design window, click the Options<\/em> button. There will now be a Budget2<\/em> field that wasn’t there before. Set that to the new budget you created. Click OK<\/em> to close the options, Click Save<\/em> and give the report a new name.<\/p>\n