Skip to main content

Budget Monitoring

Compare your budget with your actuals and track projected outturn over time.

1 author10 articles

Budget Monitoring Snapshots

Set up your Snapshots and compare your budget with your actuals.

Enable Budget Monitoring SnapshotsLearn how to enable Budget Monitoring Snapshots and choose whether to import actuals from Finance or Excel.
Configure Excel Column Mappings for Budget Monitoring ActualsLearn how to configure Excel column mappings so you can import actuals into Budget Monitoring Snapshots from an Excel file.
Import Actuals from Finance for Budget MonitoringLearn how to import actuals from Access Education Finance into Budget Monitoring Snapshots.
Import Actuals from Excel for Budget MonitoringLearn how to import actuals from an Excel file into Budget Monitoring Snapshots.
Manage Budget Monitoring SnapshotsDiscover how to create, edit, delete, copy, publish snapshots, and copy adjustments between snapshots.
Use the Budget Comparison ToolLearn how to compare budget scenarios from the previous and current year using the Budget Comparison tool.
Open and Understand Budget Monitoring SnapshotsLearn how to open a Budget Monitoring Snapshot, understand the key columns, and export the data.
Customise Snapshot View and Enter AdjustmentsSort, group, and customise the snapshot grid, and enter adjustments to actuals.
Make Budget Adjustments from Budget Monitoring SnapshotsLearn how to adjust budget lines directly from a snapshot and see the impact on your New Budget and New Variance.
Report on Budget Monitoring Snapshots (Consolidated Reports)Explore how to run a consolidated Budget Monitoring Snapshot report across multiple academies or schools.