Budgets and budget vs actual
The Budgets page at /budgets plans amounts by account and month, then compares the plan with posted journal activity. Budgets never post to the ledger.
Create a budget
- Select New Budget.
- Enter a name and optional description.
- Choose the first and last month. The period must be contiguous and month-aligned.
- Select Create Budget.
The budget uses the tenant’s base currency. Creating and editing requires create-entry permission; viewing requires report permission.
Edit monthly amounts
Open the Editor tab and choose a budget. Add an account row, enter amounts in month cells, and select Save. Only changed cells are sent. Clearing a cell saves zero while retaining the budget-line row.
Archived budgets are read-only. The platform archives rather than deletes budgets; enable Show archived on the list when you need to inspect one.
CSV round-trip
Use Export CSV to download Account Code, Account Name, Month, and Amount. Export requires export-data permission.
Use Import CSV to upsert cells into the selected active budget. The file must include Account Code, Month in YYYY-MM form, and Amount. An unknown account code rejects the whole import rather than applying a partial file.
Budget vs actual
The Budget vs Actual tab reports only accounts included in the budget. Actuals are posted journal activity signed by each account’s normal balance.
| Value | Calculation |
|---|---|
| Variance | Actual minus budget |
| Variance % | Variance relative to budget |
Variance percent is blank when the budget amount is zero. The page shows total budget, actual, and variance plus account/month detail.