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Budget lines

Budget lines with planned vs spent vs available by department/code.

Who can use this​

  • FINANCE
  • ADMIN

Path​

/finance/budget/lines

Dependencies​

  • Parent budget period exists.
  • Expenses reference these lines.

Screenshot​

Budget lines desktop

Budget lines mobile

Steps​

  1. Open Budget lines at /finance/budget/lines as FINANCE.
  2. Review Code, Name, Department, Planned, Spent, Available.
  3. Add/edit lines per your period setup controls.
  4. Keep codes stable once expenses exist.
  5. Check Variance after major postings.

Fields and actions​

  • Columns: Code, Name, Department, Planned, Spent, Available

Common mistakes​

  • Duplicate codes
  • Posting expenses to the wrong department line
  • Changing codes mid-year