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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.