Budget Management Dashboard

Budgeted Income

₵500.00

Planned income for the selected month

Budgeted Expenses

₵600.00

Planned spending for the selected month

Planned Net Balance

₵-100.00

Budgeted income minus budgeted expenses

Performance Status

Below Plan

Actual net compared with planned net

Actual Income

₵300.00

60% of income target

Actual Expenses

₵500.00

83.3% of expense budget used

Actual Net Balance

₵-200.00

Actual income minus actual expenses

Net Variance

₵-100.00

Actual net minus planned net

Remaining Income Target

₵200.00

Income still needed to reach the plan

Remaining Expense Budget

₵100.00

Negative means the expense budget is exceeded

Break-even Coverage

60%

Actual income divided by actual expenses

Operating Margin

-66.7%

Actual net as a share of actual income

Income Achievement

60%

Actual income divided by budgeted income

Expense Budget Used

83.3%

Actual expenses divided by budgeted expenses

Net Achievement

200%

Actual net divided by planned net

Break-even Coverage

60%

Actual income divided by actual expenses

Type	Head	Budget	Actual	Variance	Achievement	Interpretation
Expense	sala	₵600.00	₵500.00	₵100.00	83.3%	Very Good
Income	fees	₵500.00	₵300.00	₵-200.00	60%	Fair

Name	Variable?	Actions
fees	Yes	Edit

Name	Variable?	Actions
sala	Yes	Edit

Add Head

Name*

Type*

Variable cost/income head

Set Monthly Budget

Type*

Head*

Amount to Add*

Year*

Month*

Type	Head	Budgeted
Income	fees	₵500.00
Expense	sala	₵600.00

Record Actual Income or Expense

Type*

Head*

Amount*

Date*

Note

Date	Type	Head	Amount
2026-07-13	Expense	sala	₵350.00
2026-07-13	Expense	sala	₵150.00
2026-07-13	Income	fees	₵300.00

Budget Performance Report

Report Period

Type

Year

Month

Head

Report Scope: July 2026 | All Types | All Heads

Budgeted Income

₵500.00

Actual Income

₵300.00

Budgeted Expenses

₵600.00

Actual Expenses

₵500.00

Planned Net

₵-100.00

Actual Net

₵-200.00

Net Variance

₵-100.00

Report Break-even

Not Achieved

All Budget Performance Rows

Type	Head	Budget	Actual	Variance	Achievement	Interpretation
Expense	sala	₵600.00	₵500.00	₵100.00	83.3%	Very Good
Income	fees	₵500.00	₵300.00	₵-200.00	60%	Fair

Income Performance

Head	Budget	Actual	Variance	Achievement	Interpretation
fees	₵500.00	₵300.00	₵-200.00	60%	Fair

Expense Performance

Head	Budget	Actual	Variance	Budget Used	Interpretation
sala	₵600.00	₵500.00	₵100.00	83.3%	Very Good