SettleWiseAccounting & QuickBooksReports and planning
RP-01Read the season

Read the Income Statement

The owner wants to know how the season is going: sales, costs, profit, against budget.

Track

Reports and planning

Phase

Read the season

Starts with

Question about results

Ends with

Accounts to review chosen

Read the forecast for the current season.

Before you start

Sign in as
Owner, admin, or accounting with the Accounting add-on
Starting state
A budget for the current season

Run the scenario

  1. 1OwnerSettleWise · Accounting → Income Statement

    Choose All Months and compare Actual with Forecast for a future month.

    Expected evidence

    Future months forecast to their budget; past months forecast to their actual.

Scenario completed

Accounts to review chosen

Owner's view
A feeling about the season→Numbers with their sources

If it does not match

  • If the table says No budget found for this period, create one in Budgets.