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?

1. Navigate to My Home > My Information > My Budget.

2. Select the year to view the relevant budget data.

3. View actual amounts versus budget amounts per account.

Frequently asked questions

Can I edit the budget here?

No. My Budget is a read-only overview. Edit the budget at Finance > Budget.