View budget vs actual

Compare your planned budget to actual spending.

Budget vs actual report

1. Go to Budget & Finance
2. View the main dashboard showing:
   • Budget — Planned amount
   • Allocated — Committed (linked issues)
   • Spent — Actual costs
   • Variance — Budget – spent (+ or -)

Category	Budget	Spent	Variance
Engineering	$600k	$550k	+$50k (under)
Design	$200k	$220k	-$20k (over)
Total	$800k	$770k	+$30k (under)

Drill down by team

1. Click a team budget
2. See that team’s budget vs. actual breakdown

Drill down by area

1. Click a team
2. Click an area
3. See that area’s budget vs. actual

View variance trends

Budget vs. actual reports often show:

• Month 1: $50k spent of $200k budget (25%)
• Month 2: $95k spent of $200k budget (47%)
• Month 3: $180k spent of $200k budget (90%)

This trend helps you forecast if you’ll go over budget.

Analyze variance

If you’re over budget:

1. See Manage budget overruns

If you’re under budget:

1. Consider reallocating funds to other areas
2. Or confirm the budget is still aligned with plans

Export for reporting

1. Click Export in Budget & Finance
2. Choose Budget vs Actual
3. Download CSV or PDF

Share with leadership or stakeholders.

Set variance alerts

Some companies set alerts:

• Alert if spending exceeds 85% of budget
• Alert if spending is on track to exceed budget by quarter-end

Check Settings > Alerts or Notifications if configured.