What this screen is for
A budget sets expected figures for a group of accounts over a period. This screen lists the budgets you have created, with the period each covers, whether it is active, and how many accounts it includes. Opening one shows the comparison of what was budgeted against what has actually been posted.
When to use it
Create a budget at the start of a period you want to hold spending or revenue against, then return during and after it to see where actual performance has diverged from plan.
What you see on this screen
The list carries five columns:
- Name — the budget's name, which opens it
- Period — the start and end dates the budget covers
- Status — draft, active or closed
- Accounts — how many ledger accounts the budget sets a figure for
- Actions — a view button that opens the same comparison as the name, and a delete button
The budget against actual comparison itself is on the budget's own page, not on this list.
Filters and actions
This screen has no filters or search — it is a short list of the budgets you have created. New Budget in the header creates one. Deleting asks you to confirm and names the budget first.
Status values
- Draft — being prepared; figures can still be set before it is put to use
- Active — in force for its period and being compared against actuals
- Closed — the period has ended and the budget is kept as a record
Related
- Profit & Loss — the actual revenue and expenses a budget is compared with
- Chart of Accounts — the accounts a budget can be set against