Reach Reporting will pull in your budget from your bookkeeping software, or you can build your own budget within Reach.
Reach Reporting Integrates directly with budgets inside of QuickBooks Online and Xero. Budgets that use class or departments will be pulled into Reach and you can filter by class or department using the filter icon at the top of columns or on row filters. If you are wanting to build budgets by class or department in Reach Reporting, you will be able to prefill data by the class or department and then build a budget for each. Once you have built these budgets, simply change any column to be a budget column and select the budget that you want to have pulled into that column. In order to combine multiple class or department columns, you will need to add a custom column and build an equation to total those.
Reach Reporting also will pull in your budgets created in Quickbooks Online learn more about that here
When building a metric, you can select budget when adding a new column or click the gear icon above a column to change it to a budget column. You can have columns in metrics and statements use your Default budget which can be set in your company settings. You can access your company settings by clicking the gear icon in the lower left.
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