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 |
- Read the columns for the period you chose. They are not the same in each:
- Month shows Budget, Spent and Variance.
- YTD and Full year show one column per fiscal month, then Total, Budget and Variance. There is no Spent column here; Total is the spend added up across the months on screen.
- Scroll horizontally when the grid is wider than your screen. YTD and Full year also carry a Totals row, and every view ends with Net (income - expense).
- 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, then Budget, Actual and Variance.
- Select View full budget when you need the full read only budget grid instead of the performance summary.
What is in the exported file
The export follows whichever period you are viewing.
From YTD or Full year, each row is an account, and the columns are Account Code, Account Name, Group, then one column per fiscal month, then Budget, Actual and Variance. Note that the file names the spend column Actual, where the screen calls it Total; there is no column called Total in the file.
From Month, the file is a fuller per-row breakdown instead, adding the working behind the figure: base budget, carryover in, reallocations out and in, effective budget, actual, variance and variance percent. Use this one when you need to show how a month's available budget was arrived at. It lists both a category's own row and its member accounts, so add up one or the other, not both.
If your export is truncated
An export stops at 10,000 rows. The file still downloads, and URBI tells you it was cut short with "Export truncated at 10,000 rows - narrow your date range for a complete file." Narrow the period and export again if you need the rest.