Budgets

The Budgets page lets you create and manage financial budgets with line items mapped to chart of accounts entries.

Navigation: Administration → Financial Setup → Budgets

Workspace Reference

Workspace	How Users Reach It	What Users Usually Do There
Budgets	Administration -> Financial Setup -> Budgets	Create budgets, maintain budget lines, activate budgets, and review budget status.
Chart Of Accounts	Accounting -> Setup -> Chart Of Accounts	Select the GL accounts that budget lines monitor.
Fiscal Calendar And Periods	Administration -> Financial Setup	Confirm the fiscal year and periods used by the budget.
Financial Reports	Accounting -> Operations -> Financial Reports or Reporting -> Reports	Review budget-versus-actual and variance reporting.

What Is a Budget?

A budget is a financial plan that defines expected income and expenditure for a fiscal period. Budgets in Pinkapple are linked to your chart of accounts, allowing you to:

• Set planned amounts per GL account per period
• Track actual vs. budget variance in real time
• Generate variance reports highlighting over/under-spend

Budget Table

Column	Description
Budget Name	Descriptive name (e.g., "FY 2025 Operating Budget")
Fiscal Year	The fiscal year this budget covers
Business Unit	The business unit scope
Status	Draft, active, or closed
Total Amount	Sum of all budget line items

Creating a Budget

1. Click Create Budget
2. Fill in the form:

Field	Description	Required
Budget Name	A descriptive name	Yes
Fiscal Year	The fiscal year to budget for	Yes
Business Unit	Which BU this budget applies to	Yes
Description	Optional notes	No

The Fiscal Year and Business Unit fields decide which period range and organization scope the budget controls. The selected GL accounts decide which actual postings are compared to the budget.

3. Submit the form
4. Add budget line items

Budget Line Items

Each budget contains line items that map planned amounts to specific GL accounts:

Field	Description
GL Account	The chart of accounts entry
Period	The fiscal period (month)
Budgeted Amount	The planned amount for that account and period
Notes	Optional justification or notes

Adding Line Items

1. Open a budget
2. Click Add Line Item
3. Select the GL account from the chart of accounts
4. Enter the budgeted amount for each period
5. Submit

Variance Tracking

Once a budget is active and actual transactions are being posted, you can view:

• Budget vs. Actual — Side-by-side comparison
• Variance Amount — The difference (actual − budget)
• Variance Percentage — Percentage deviation from the budget
• Year-to-Date — Cumulative figures across periods

This information is available in the Financial Reports section.

Next Steps

• Budget Control & Commitment Accounting — Commitment accounting, availability checks, and reconciliation
• Chart of Accounts — The GL accounts that budgets reference
• Financial Reports — View budget variance reports