Use the Budget/Actual tab to view the movements in the budget and to view actual income and expenditure against the budgeted amounts summarised for this chart of accounts code.
Note: Budgets and actual data is recorded against individual general ledger account codes. You can load your budget from a spreadsheet. See Importing general ledger budgets (on page ).
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Chart of Accounts Maintenance - Budget/Actual tab key fields and buttons
Fields
Field | Description |
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G/L Year | Select to filter the general ledger year.
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Grid area fields
Field | Description |
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Month | Budget month. |
Movement | Movement within the month. |
Running Balance | Running balance at the end of each month based on monthly movements. |
Budget | Budgeted amount for the month. |
Budget Approved | Approved budget for the month. |
Budget Cash | Additional budget field that can be used to store cash flow movement by month for individual general ledger accounts as opposed to normal accrued postings. |
LY Movement | Journals summarised by month for all general ledger accounts allocated to this COA code for the prior year. |
Buttons
Button | Description |
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| Refresh the information in the grid from the database. Use this if someone else is maintaining budgets. |