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 year to view the relevant budget data.
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.
Last updated: April 2026 | Version 5.0
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