How to Create a Budget vs Actual Variance Report in Xero | NPO Reporting (South Africa)

Описание: Learn how to create a budget vs actual variance report in Xero so your South African NPO, NGO, or non-profit organisation can compare planned budgets to real spending and income. This tutorial shows you how to run a budget variance report, select the correct budget and reporting period, customise the layout, and interpret variances so you can report confidently to management, funders, and trustees.

Budget vs actual reporting helps NPOs answer the key questions:
Are we on track this month?
Where are we overspending against budget?
Which income lines are behind target?
What changed compared to the plan?

In this video you’ll see:
Where to find budget variance reporting in Xero
How to choose the budget and set the reporting period
How to run a budget vs actual report and review results
How to interpret favourable and unfavourable variances
How to customise the report layout and save it for reuse
How to drill down into figures for transaction detail
Tips for using variance reports in management packs and funder reporting

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This is part of Turning Point Chartered Accountants’ Xero tutorial series for South African NPOs, NGOs, and non-profit organisations.