JADE FUNDS HELP CENTER
Budgets & reports
Build a spending plan and understand the financial reports.
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Articles in this topic
Browse all help- Create and publish a budgetEnter annual income and expenses, adjust seasonal timing, and publish your plan.
- Compare a budget with actual activityChoose the published plan and period, and distinguish remaining budget from a period variance.
- Choose the right financial reportFind the view that answers your question about activity, balances, funds, or the budget.
- Why is a transaction missing from a report?Check review status, dates, categories, funds, and access before changing the books.
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