Compare budget against actual costs
Each project's budget beside the costs pulled from your accounting file, rolled up at book level.
Budget vs. actual reads your accounting file and puts the costs it holds next to the budget they were spent against. This page is the roll-up, one row per project. The same tab inside a project breaks the figures out per cost code.
The costs shown are whatever the last successful sync wrote. A connection that has stopped working does not blank the figures, it stops them moving, so the page states when each connection last ran rather than letting a stale number imply a live one.
Where the costs come from
A cost is matched to a budget line when it is pulled, not when this page is drawn. Values that have not been mapped to a project or a cost code do not count toward a budget, which is the right answer for the accounts a developer does not track as job costs. The mapping page is where that is decided.
Who can
- Money at view redacted or better: anyone who can track budget status without seeing amounts.
How to
You open this when somebody asks how much of the budget has actually been spent.
- Actuals with All projects selected sets every budget beside the costs the accounting system has posted against it.
- The heading says where the costs came from, and flags a sync that failed rather than passing stale figures off as current.
- Budget, actual and remaining, per project. A remaining that has gone negative is flagged rather than merely coloured.
- These figures are only as good as the map behind them: which accounting dimension carries the cost code, and how the file divides into deals. Settings holds it.
- Switch project sets one deal's budget beside its own posted costs. A cost that matched no code is worked there, in that project's match queue.
Related pages
Known limits
At view_redacted on money the project list and its shape are shown with every
figure as a dash. Nothing on this page is summed for a reader who may not see
the amounts.
Nothing on this page fills until the workspace connects its own accounting company file. That is done once, from Settings, by an administrator, and it is the first step of onboarding. The sync itself is verified against an Intuit sandbox company file end to end, including the daily change poll that fills these figures.