How_do_I_view_the_percentage_an_account_is_over/under_budget_

How do I view the percentage an account is over/under budget?

Use Account Inquiry to view the percentage an account is over or under the budgeted amount. The Percent row shows the actual amount divided by the budget amount. If the percent is greater than 1, the account is over the budgeted amount. If the percent is less than 1, the account is under the budgeted amount. 

Percent = Actual Amount / Budget Amount

 

Single Account tab

202111, 2021Jul28

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • How do I view the budget transaction type? (Account Inquiry)

      Set up the budget transaction tab in Account Inquiry to show the budget transaction type. Adding the Type column allows you to view the transaction type so you can verify transactions have been created and saved as budget transactions. When a user ...
    • How do I view approval status for budget transactions? (Account Inquiry)

      Use Account Inquiry to view the approval status for budget transactions. Submitting a budget transaction for approval starts the budget approval process. Depending on your organization preferences, the approval process may have one or more steps in ...
    • Where are budget notes for YYYY? (Account Inquiry)

      Connect saves budget notes by budget year. To add or view a budget note in Account Inquiry, select the budget year. To edit or delete a budget note, use Enter Budget Amounts (Budgeting > Enter Budget Amounts). Viewing budget notes by YYYY 1. Open ...
    • How do I view categories assigned to an account? (Account Inquiry)

      Look up which categories are assigned to an account. View the period amount, YTD amount, budget, and difference for a category and a grand total for all of the selected category. Viewing categories assigned to an account 1. Open Connect General ...
    • How do I enter budget worksheet amounts?

      Make budget entries for a single period or multiple periods. The budget entries will be tied to a budget for a fiscal or calendar year. Usually, an organization enters budget entries at least once a year to prepare a budget. Watch a video Learn about ...