Budget vs Actuals Report

This tip is about understanding and using the Budget vs Actuals Report. This report is a useful tool for tracking your expenses and ensuring you're staying within budget throughout the year. To help you navigate the Monthly Budget Summary Updates, we've created a detailed guide with key insights on how to interpret the data.

Key Points of the Budget Summary Guide:

• The Monthly Budget Summary can be viewed in Excel or Google Sheets.

• Tab Overview: We explain the purpose and key elements of each tab in the report.

• Notable Columns: We highlight important columns to focus on for a clearer understanding of your budget.

• Navigating the Report: Learn how to expand the view, sort data, and apply filters to better analyze your budget.

• Use Workday to view more detailed information on individual transactions. If you need access to Workday, please reach out to the Business Office.

This, and all other tips, can be found here on the Business Office website.

As always, feel free to contact any member of the Business Office with questions or for further assistance.