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Budget overview

See the year's budget against actual spend, and find the categories running over.

Urbanice Admin1 min read
  • Budget

Read the budget overview

  1. Go to Budget → Overview and choose the fiscal year.
  2. Review budgeted, actual and remaining for each expense category.
  3. Open a category to see the transactions that moved it.
  4. Export the view for a committee meeting pack.
Actuals count approved payment requests only. Anything still awaiting approval does not appear here.