Budgeted Revenue$0planned monthly revenue
Actual Revenue$0recorded actual revenue
Revenue Variance$0actual − budget
Budgeted Expenses$0planned monthly costs
Actual Expenses$0recorded actual costs
Budgeted Surplus$0revenue − expenses
Actual Surplus$0actual revenue − costs
Surplus Variance$0actual − planned surplus
Over-Budget Expenses0unfavorable expense lines
Under-Target Revenue0unfavorable revenue lines
Budget vs actual by line
Largest plan-vs-actual movements for the selected month.
Budget attention queue
Unfavorable lines rise first, followed by items approaching their limits.
Monthly control signals
Four metrics that show whether the month is landing where the original plan intended.
Monthly budget plan
Revenue targets and expense limits with live actuals and variance.
Actual activity
The transactions driving plan-vs-actual performance.
When the budget needs operating context, connect it.
A standalone budget shows the plan and the variance. When those numbers need to stay connected to expenses, invoices, projects, cash forecasts and team accountability, Teamjects helps bring financial planning into the same business operating system.