Budget Variance


This insight will allow you to quickly scan your chart of accounts and see at a glance where you are over or under budget.

By understanding how accurate your forecasting has been, you'll be able to forecast the future with more confidence, thereby reducing the chances of hitting an unexpected cash crunch. 

You can choose to view figures for the last month, or the last 3 months (cumulative)

If after viewing the data you want to edit an existing budget or create a new one, this can be done quickly by clicking on the account line. This will take you to a page showing a detailed account view. The budget can be changed from here:

 


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