The standard GL-based budgeting of NS does not work for one of our subsidiaries. Our custom budget report columns include the following: Location Total Original Budget Total Updated Budget Original Budget to Date Updated Budget to Date PO Amount Invoiced Amount Balance (Updated Budget to Date less PO amount) It will be run as of the end of a specific month. I have created a custom transaction where we store our budgets. We create a custom transaction to store the monthly budget. The transaction lines contain the location and budget amount. A monthly budget for a specific location may be updated. And we need to keep track of the original budget and not override it. If there is no updated budget, the original budget is considered as the updated budget as well in the report. I can then easily do a saved search to compare the budget from the custom transaction to the issued amount. But without scripting, I'm struggling to set up an automated solution where we can store the original budget and current budget. And where I can include the total original budget and total updated budget while running the report as of the end of a specific month. Any help is appreciated.