Does the client have an accounting year that doesn't follow the calendar year? Here's how to set up the Result report so that the columns, the previous year and the budget follow the accounting year.
Not sure whether the client has a deviating accounting year? See Deviating accounting year – how to check it and set it up.
How to set up the Result report
Go to Accounting → Reports → Result.
Choose Accounting year … in the period picker. This is the most important step: the columns then start in the first month of the accounting year.
Open Report options and choose how the report should be shown:
Period view: Month gives one column per month of the accounting year. Quarter gives the quarters of the accounting year, for example April–June, July–September and so on. Year gives one column for the whole accounting year.
Compare with: You can choose several at once, for example both Previous year and Budget. Previous year then means the previous accounting year.
Choose budget: Pick the budget from the list. Under each budget's name you'll see the year it covers, for example Budget 2026 (meaning 2026/27). If the client has several budgets, you must choose the one for the same accounting year as the period you're viewing. Catacloud doesn't check that the years match, so if you pick the wrong budget, you're comparing with the wrong year.
Note: If you choose a calendar year in the period picker instead of an accounting year, the columns and the Year view follow the calendar year. The accounting year is then split in two.
Note on Term: With an accounting year selected, Term also starts in the first month of the accounting year. The term columns therefore don't necessarily match the VAT terms. Use a calendar year when you compare with the VAT return.
Budgets with a deviating accounting year
When you create a New budget, the year is shown as, for example, 2026/27. The columns start in the month the accounting year starts in, for example APR to MAR. This also applies to the Excel import template.
The budget list only shows the start year, for example 2026. That means 2026/27.
Known limitation: When you create a new budget, the list of years starts at the current calendar year. In the months before the accounting year starts, for example January–March when the accounting year starts in April, you therefore can't choose the current accounting year. Contact us if you need it.
How to create, import and edit budgets: see Budget – create, import and compare with actuals.
«Year to date» in the Result report
The Year to date comparison in the Result report currently counts from 1 January, also for clients with a deviating accounting year. The budget part follows the accounting year. That's why Year to date and the variance against the budget can be wrong. We're working on fixing this.
Until then, you can choose the period yourself:
Click the period at the top of the report to open the period picker.
Drag the blue date marker for the start date to the first day of the accounting year, for example 01.04.2026.
Drag the date marker for the end date to the end of the month you want to see, for example 30.06.2026.
The report then shows one column per month and a column with the total for the whole period. If you've chosen Previous year under Compare with, you also get the same period one year back. If you choose Budget, you see the budget for the same months.
Frequently asked questions
The budget column shows 0 or the wrong figures. What's wrong?
Check that you've chosen Accounting year … in the period picker, and that the budget you've picked under Choose budget covers the same accounting year.
When should you contact us?
If the figures still don't add up, send us the name of the client, which period you're looking at, the name of the budget and a screenshot of the report.