2. Select Budget.

Summary of Options: You can export budget information as a CSV file by clicking
Export in the upper right-hand corner. Simply save the file and manipulate it in Excel. You can switch the
Fiscal Year by selecting the preferred year in the drop-down menu in the upper right. You can also switch views by clicking the
Bar Graph View or the
List View option in the upper right. In order to specify what you want to view in your cost centers, select the
Filter button in the upper left. Finally, you can switch to object view by clicking
Object View in the upper left.
Bar Graph View: In the bar graph view, there is a bar graph for any
revenue as well as any
expense GL accounts included in the cost center. If there is only revenue or only expense GL accounts, only the corresponding bar graph is displayed. In the Bar Graph View, if the
revenue part of a cost center has a budget and there are no revenue transactions, the bar graph appears empty. As revenue transactions are processed, the bar graph will fill up with a teal color. If the
expense part of a cost center has a budget and there are no expense transactions, the bar graph appears empty. As expense transactions are processed, the bar graph will fill up with a green color. After the expenses are over 85% of the budget, the bar graph will turn yellow. When the budget is overspent, the bar graph will turn red.
List View: In the list view,
revenue cost centers do not have a financial health indicator, but
expense cost centers do.