Expenses vs. Budget

KPI Group: Accounting

What it Measures

This KPI reports actual expense balances versus budgeted expense balances for each general ledger fund, with the option to drill-down and view the totals by FDS Line Item Code.

Note: Budget information is pulled from the Budget program, and actual expense amounts are pulled from the General Ledger program.

When to Use it and Why

This KPI provides a graphical representation of the expense and budget accounts found on a standard general ledger balance sheet. It creates a bar chart comparison of your various funds showing each fund's financial health as it relates to expenses and budget.

You are also able to drill-down to view a percentage breakdown of total expenses and total budget in a pie chart.

Historical/YTD Archive Frequency

Monthly: Values are calculated and archived in HIP at the end of the month; you can compare each month using the historical or YTD view.

Related Reports

The data in this KPI is also found in the Trial Balance Pivot Fund Compare, FDS Level 3 AMP Financial Data Balance Sheet, and Balance Sheet reports in the WinTen² General Ledger program. To access these reports in General Ledger, follow the directions below:

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