Budget Configuration

These settings control how new budgets are created and how the dashboard flags variances. Changes only affect budgets created from now on.

Back to Budgets
  Default Cadence

How often the budget entry window opens. Each new budget always stores 12 monthly figures — this controls how many months you fill per session.

  Expense Account Types

Only expense accounts of these types will appear on the budget entry form. Income is captured by department.

  Variance Thresholds

Accounts whose variance exceeds these percentages are flagged on the dashboard.

%
! Yellow flag
%
!! Red flag & anomaly callout
Per "Top over / under" widget
Cancel