The My Budget screen shows all budgets for which the logged-in user has been appointed as budget head.
Finance > Budget: My Budget
How do I view my budget?
Under Budget Head the logged-in user's name appears.
Select the year to display the budget for the relevant financial year.
The following information is displayed: Budget Type, Budget Category, Account Code, Account Name, Total Budget, Total Actual and Variance (Total Actual minus Total Budget).
Amounts in green indicate that the actual total is still within budget. Amounts in red indicate that the actual total has exceeded the budget.
Budget information can be exported to Excel via the Excel button at the top left of the page.
Use the search field at the top right to search for an account name or account code.
The user only sees accounts for which they are the budget head.
Frequently asked questions
Why do I not see all accounts on My Budget?
You only see accounts for which you have been appointed as budget head. Contact the system Superuser if you think accounts are missing from your list.
Last updated: March 2026 | Version 2.0
© Copyright d6 group (Pty) Ltd.
Related Articles
How to generate an Income Statement
The Income Statement report displays all school income and expenditure for a selected period. It is generated as a PDF document. Reports > Finances > Transactions > Income Statement How do I generate an income statement? Select the reporting ...
My Budget
The My Budget overview displays all budgets for the logged-in user, with full details on budget types, amounts, and variances. My Home > My Information > My Budget How do I use My Budget? Navigate to My Home > My Information > My Budget. Select the ...
Budget Categories
Budget categories are used to group budget items under Income/Expenditure or Capital accounts. Finance > General Ledger > Budget by Category How do I create a budget category? Click Create new category. Enter the name and the linked general ledger ...
How to set up the annual budget
The Annual Budget function allows you to create, copy, and manage budget items for the relevant financial year. Finance > Budget: Annual Budget How do I create a new budget? Click Create a Budget. Select the year and enter budget amounts per account. ...
How to edit a budget item in an annual budget
Overview This article explains how to edit an existing budget item in d6. You can update the budgeter, item details, annual amount, and monthly allocations at any time. Navigation path Finance > Budget > Annual Budgets Purpose of this feature Editing ...