View budget progress

To track and view the progress of a budget:

1. Navigate to the main Budgets screen.

2. Locate the budget of interest, select the three dots menu (⋮) at the rightmost end of the budget entry, and then select View budget to open the budget view page.

   You'll find a budget chart, budget summary, and budget data for the current period (for fixed budgets it's the whole budget period).

   

On the budget chart, you can:

• Use the Show cumulative toggle button to turn on or off the view of accrued spend.

• Hover your mouse over a day to view its data.

  • Actual: The actual amount of spend. If you've turned on Show cumulative, this data is the accrued spend to date.
  • Budget amount: The amount defined when creating the budget.
  • Budget amount to date: The aggregate budget amount to date.
  • Variance: The difference between the budget and the actual spend.
  • Forecast (valid for recurring budgets): The forecasted amount of spend.