Statement of Activities Column Descriptions
Descriptions of columns in the Statement of Activities report, including noncomparable, comparable, and custom columns.
Noncomparable Columns
These columns only display information for the period you select or the annual amounts for the selected year.
- Actual
- Display a column totaling the actual amount of money spent and earned during the selected period. The report's end date determines the current year.
- Budget
- Display a column containing your budgeted amounts for the selected period.
- Budget Remaining
- Display a column containing the budgeted amount you have remaining. This column subtracts the actual amount spent or earned from what you budgeted. Parentheses indicate that you're over budget.
- Budget % Used
- Display a column containing the percentage of your budget that's been used for the selected period. To find this percentage, Realm divides the actual amount spent and/or earned with your budget for the selected period. A percentage over 100% indicates that you are over budget.
- Blank Column
- Display nothing in this column. Use this to create a space for notes or proposed budget amounts for the following year.
- Annual Budget
- Display your total annual budget in this column.
- Annual Budget Remaining
- Display your remaining budget for the year in this column.
- Annual Budget % Used
- Display the percentage of your annual budget used in this column. To find this percentage, Realm divides the actual amount spent and/or earned with your annual budget. A percentage over 100% indicates that you are over budget.
- Budget Over/Under
- Display a column containing the amount you went over or stayed under budget for the selected period. Compare this with your budget for a selected period to see how it was affected.
- Annual Budget Over/Under
- Display a column containing the amount you went over or stayed under your total annual budget for the selected period. Compare this with your annual budget to see how it was affected.
Let's say you budgeted $100 each month for a particular core account. For all months throughout the year, you stay exactly on budget, but in November, you spend $155.
In this instance, your Budget Over/Under column displays ($55) while your Annual Budget Over/Under column displays ($45). This means, you went over your monthly budget, but the parentheses indicate that your annual budget is fine.
In December, you only spend $50 to compensate. This is under the budget you set for the month. That means, your Budget Over/Under column displays $50. However, because of November's overspending, your Annual Budget Over/Under column displays ($5).
Therefore, while you stay under your monthly budget, December still tips the scales for the year, even though November was at fault. How unfair!
Comparable Columns
Compare the difference between one period of time and another.
- Actual $ Change
- Display the difference in the actual dollar amount spent and earned between the two selected periods.
- Actual % Change
- Display the actual percentage difference between two selected periods.
- Budget $ Change
- Display the difference in the budgeted dollar amount between the two selected periods.
- Budget % Change
- Display the budgeted percentage difference between two selected periods.
Custom Columns
Add custom columns to display values for any date range. For example, create custom columns for undefined periods alongside your current month's actual and budgeted amounts.