Figure 7.4 — The Budget form. Drawing to be produced after the UI/UX pass: the fields of a single saved budget row — financial year, period (blank on an annual figure), department, account, and amount.
New budgets are made on the Budget Grid (7.6), a whole year at a time. This form edits one saved budget row — the row you open from the Budgets list, which remains as the audit view of every figure the grid and the workbook importer have written.
- Financial Year — the year the budget belongs to.
- Period — one period within that year, or blank on an annual (unspread) figure left over from before the grid; the grid's Convert to monthly is the way to spread one.
- Department — the department tab the figure belongs to; blank means Unallocated.
- Account — the account being budgeted.
- Amount — the figure itself, in your home currency.
One budget per account, per period, per department — to change your mind you edit the figure (in the grid, or here), and Budget vs Actual (7.10) reads the current figure.