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GL Budget

The GL Budget data model tracks budgeted amounts alongside actual financial performance from the general ledger. It includes measures like debit amount, credit amount, posting amount, and net income across budget and actual columns. Use it to compare budget against actuals, monitor spending by department, and identify variance patterns that signal over or underspending.

How to use this data model​

  • Compare budget against actuals to spot variances and understand where spending is on track or off target.
  • Break down budget by department and cost center to see how resources are allocated and where adjustments may be needed.
  • Track budget trends over time to identify patterns in spending and improve future budget planning.

Available views​

ViewTypeWhat it shows
BudgetWorksheetShows budgeted amounts by account alongside actuals for reviewing planned spending and spotting variances.