Documentation Index
Fetch the complete documentation index at: https://docs.dualentry.com/llms.txt
Use this file to discover all available pages before exploring further.
How to Configure Budgets and Forecasts
DualEntry’s budgeting module lets you create income statement and balance sheet budgets, maintain multiple versions, and run variance analysis against actuals.Creating a Budget
You create and manage budgets from Reporting → Budgets. To create a new budget, you provide:- Budget type - income statement or balance sheet.
- Calendar year - the fiscal year this budget covers.
- Company - the entity the budget applies to.
- Name - a descriptive label (e.g., “FY2026 Operating Budget”).
Budget Versions
You can create multiple versions of the same budget to reflect evolving expectations throughout the year. Common versions include an original board-approved budget, a revised Q2 forecast, and a year-end reforecast. Only one version is marked as “active” at a time, and the active version is the one used in variance reporting. You switch the active version from the budget detail page. Historical versions remain accessible for comparison, so you can always trace how projections shifted over the year.Dimensional Budgets
DualEntry supports budgeting at a dimensional level beyond the account. You add classification breakdowns to budget lines-such as department, location, or project-to create granular budgets. For example, you can budget marketing expenses separately for the North America and EMEA departments within the same account. Dimensional budgets align with the classifications you configure on your chart of accounts. When you run variance reports, DualEntry matches actuals to budget at the same dimensional grain.Rolling Forecasts
Rather than setting a budget once and comparing to it all year, you can update a rolling forecast each period. After closing a month, you replace the budgeted amounts for that month with actuals and revise the remaining months based on current trends and expectations. DualEntry keeps a full history of forecast changes within each budget version, so you can compare your February forecast for Q4 against your August forecast for the same period.Variance Reporting
You compare actuals against budget in the flux reporting module. DualEntry calculates dollar and percentage variances per account per period. You can view variances at the monthly, quarterly, or annual level, and drill into the underlying transactions that drove the variance. Variance reports are also available in the custom report builder, where you can add filters, group by classification, and schedule automated delivery.You can also view budget-vs-actual comparisons in the standard financial statements by selecting a budget overlay.
Import and Export
You upload budget data via CSV for bulk entry-useful when your budgeting process starts in a spreadsheet. The CSV template is available for download from the budget creation page. The template includes columns for account, period, amount, and any classification dimensions you have configured. You can also build and update budgets programmatically through the/public/v2/budgets/ API endpoint.
Export any budget to CSV or Excel for offline modeling, board presentations, or archival. The export includes all line items, dimensional breakdowns, and version metadata. Scheduled exports are available through the custom report builder, which lets you automate delivery of budget data to stakeholders on a recurring basis.