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Run a Budget vs Actual Report

Run a Budget vs Actual report in DoorLoop to compare your planned budget against real financial performance.

Written by Samuel

Overview

A Budget vs Actual report is essential for assessing a property's financial performance, identifying deviations from the planned budget, and understanding the reasons behind those discrepancies.

Note: The Budgeting feature is not available for Starter Plans. Please consider upgrading to the Pro or Premium plans to use this feature.

The Steps

  1. From the Budgeting screen, find the budget you want to run a budget vs actuals report on. Then click the 3-dots to the right of the budget and select Run Budget vs Actual Report.

  2. This will generate a Budget vs Actual Report using the selected budget.

    • The default dates of the Budget vs Actual report will be January 1st of the current year until the current date, the day you are running the report.

    • The default Accounting Method will be Cash so make sure to change your selection if your preferred method is Accrual.

The Budget vs Actual report is now generated for the selected budget.

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