Financeimport { Callout, Steps } from ‘nextra/components’
Manage Budget Details
Goal: Add and maintain the budget lines that explain how the budget amount is distributed across accounts or spending areas.
Before you start
- A budget must already exist.
- The accounts or categories you want to use should already be configured.
- You must have permission to edit budgets.
Steps
Open Finance, go to Budgets, and select the budget you want to update.
Open the detail area
Go to the budget detail section inside the budget record.
Add a budget line
Create a new line for the account, category, or spending area you want to plan.
Enter the planned amount and any description that helps other users understand what the line covers.
Adjust existing lines
Open an existing line when the planned amount or description changes.
Before changing a line that already has spending against it, check whether the change affects reporting or approval discussions.
Save and review the total
Save the changes, then check the budget total and current spending figures.
[PLACEHOLDER: screenshot - budget detail list with planned amounts and current spending]
Result
The budget contains the detail lines needed for expense allocation and spending review. Users can now compare planned and actual spending more clearly.