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.