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Budget vs Actual displays the planned budget amounts for a selected budget record alongside the actual general-ledger activity posted to date, highlighting variances. Route: /fa/reports/budget-vs-actual/:id

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Overview

The Budget vs Actual page loads a budget record by its :id URL parameter and fetches two datasets: line-level variance data and a rollup summary. Filters for period, fund, and department can be applied interactively. A YTD toggle is available. Users can export the displayed variance data to CSV.

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Who it’s for

Access follows your organization’s role and module configuration. ## Before you start
  • A budget record must already exist. Navigate via /fa/budgets/:id or the Budgets list.
  • Ensure GL entries for the relevant period have been posted so actuals are reflected.

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Steps

1

Open the report

Navigate to /fa/budgets/:id and select the Budget vs Actual action, or go directly to /fa/reports/budget-vs-actual/:id.
2

Apply filters

Use the filter controls to narrow by period, fund, or department. Toggle YTD on or off as needed.
3

Review variance data

The report table shows budget amounts, actual amounts, and variance per line. The summary section shows rollup totals.
4

Export to CSV (optional)

Click the download button. The export is named budget-vs-actual-<version_name>. The button is disabled when no data rows are loaded.

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Key concepts

  • version_name — The budget record’s human-readable label, used in breadcrumbs and the CSV filename.
  • YTD — Year-to-date mode; affects how the variance query aggregates actuals.
  • useBudgetVsActual / useBudgetVsActualSummary — Primary data hooks; both accept budgetId, organizationId, and filter parameters.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/BudgetVsActualPage.tsx
  • src/cores/fa/hooks/useBudgetVsActual.ts
  • src/cores/fa/hooks/useBudgets.ts
  • src/cores/fa/utils/exportReportCsv.ts