How Can We Help?

Search for answers or browse our knowledge base.

Documentation | Request Demo

< All Topics
Print

Budget Analysis

To access the status of budgets and identify any transactions not assigned to budgets, select Reports in the main menu, then select Budgets in the dropdown menu.

TIP:  To add a new budget for next year, edit your program / profile to access the set-up menu.  Then in the vertical sub-menu, select “Budget”. 

Like other reports, the budget reports have filtering by business program / profile along with year and custom start / end date.

The budgets report is organized with active budgets in the upper area.  To access expired or archived budgets, scroll down the view.    The table includes:

  • Budget Name
  • Profile / Program Name
  • Fiscal Year
  • Start / End Dates
  • Original Amount
  • Actual Used
  • Remaining Amount

The bottom of the table includes a tally for all items in the view.

The GREEN status bars are clickable allowing you see & export the data feeding the budget item.

Navigate:  Reports -> Budgets

 

Transactions missing Budget Assignment

The RED status bar at the top of the view alerts you to any transactions not assigned to a budget.  It is clickable allowing you to see the list of items not yet assigned.  In this view, you will notice a hotlink to assign a budget to the item.  

Scroll to Top