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Editing the budget grid

The grid is where you set next year's numbers. You can type a dollar amount or a percentage change, and the two always agree. A running indicator at the top tells you what your edits have done to the...

Last updated August 23, 2026

URBI Kore Accounting
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All collections

On this page

  • Enter a dollar amount or a percentage
  • Read the total change indicator
  • Share of total
  • Monthly detail
  • On a phone
  • Related

The grid is where you set next year's numbers. You can type a dollar amount or a percentage change, and the two always agree. A running indicator at the top tells you what your edits have done to the total.

Enter a dollar amount or a percentage

Every line accepts either. Type a dollar figure and the percentage recalculates against that line's baseline. Type a percentage and the dollar figure recalculates. There is no separate mode to switch into and no way to leave the two out of step.

The same line, edited two ways, with the same result.

Account Baseline Annual % Share of Total
Landscaping $24,000 $25,200 +5.0% 7.4%

Rounding follows the normal commercial rule: a half cent rounds away from zero, so a credit and a charge of the same size round by the same amount rather than drifting in opposite directions.

Read the total change indicator

The header carries a Total vs. baseline figure that updates as you type. It is the same number as the expense subtotal change at the bottom of the grid, not an approximation of it, so you can trust the one you can see without scrolling.

When the budget has no baseline, which happens if you copied an existing budget or started from nothing, the indicator reads No baseline recorded instead of showing a misleading percentage.

Share of total

The Share of Total column shows what proportion of the budget each line represents. It is the fastest way to answer "which lines actually matter" before you spend time negotiating a small one.

Monthly detail

A line can be spread evenly across the twelve months or set month by month. Use month-by-month entry for anything seasonal, like snow removal or pool maintenance, so the monthly variance reports mean something later.

On a phone

The grid keeps its sideways scroll on mobile rather than stacking into a list. It is a twelve-month editable matrix, and stacking it would destroy the month-over-month comparison the surface exists for. Every other list in URBI still stacks vertically on a phone.

Related

  • Starting a Budget From Last Year
  • Modelling Budget Scenarios

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