Review and export budget performance
Budget vs Actual now shows spent amounts by fiscal month in YTD and Full year views. In Accounting, open Budgets , then open the budget you want to review. Choose YTD or Full year to see fiscal month...
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Budget vs Actual now shows spent amounts by fiscal month in YTD and Full year views.
- In Accounting, open Budgets, then open the budget you want to review.
- Choose YTD or Full year to see fiscal month columns. Choose Month for a single month view.
YTD and Full year show the fiscal months across the grid.
FY 2026 Operating Budget, Budget vs Actual
YTD
Full year
Month
| Account / group | Jul | Aug | Sep | Total |
| 6410, Repairs & Maintenance | $0.00 | $2,274.22 | $0.00 | $2,274.22 |
- Review the Budget, Spent, and Variance figures, including the Totals row. Scroll horizontally when the grid is wider than your screen.
- Select Export CSV to download budget performance for the period currently shown.
Export uses the same period as the budget performance view.
Budget vs Actual
PeriodFull year
Export CSV
The export includes the fiscal month columns and Total shown in this view.
- Select View full budget when you need the full read only budget grid instead of the performance summary.