Budget Summary

Budget Summary provides a clear, month-by-month view of all budgets in a single table. For each month, it shows the allocated budget, the actual costs incurred, and the remaining budget balance, making it easy to track spending, identify variances, and stay on top of financial goals.

The summary can be exported into CSV.

Supported filters:

  1. Budget Type- filter by 'Fixed Monthly Budget', 'Planned Monthly Budget' and 'Fixed Period Budget'.
  2. Budget Name- Spect specific budgets.
  3. Yearly/Monthly - Date range selection
  4. Active/Expired