Feature area
Advanced Features
Budget Management
Advanced Features · PlanningBudget targets
3 types
Budget periods
3 cycles
Guide status
Implementation-backed
Budget Management overview
Plan spending at account, group-account or parent-group level and compare the assigned budget against actual utilization for the active financial-year context.
Assign a budget to one individual account or ledger.
Assign a budget to a complete group-account target.
Plan at the broader parent-group level.
Current screen structure: Overview, Add Budget, and Budget List.
Screen workspace
How the three Budget Management tabs divide planning and reporting work.
Overview
Summary KPIs, overall utilization and top-utilization targets.
Add Budget
Choose budget type and target, define amount, period, dates and notes, then create the budget.
Budget List
Review existing budget utilization records and available maintenance actions.
Overview metrics
The Overview tab summarizes assigned budgets against calculated spending.
Total Budget
Combined budget amount across the current report context.
Total Spent
Calculated actual spending attributed to the budgets.
Remaining
Budget amount minus spent amount. Negative values indicate overspend.
Utilization
Percentage of the assigned budget already consumed.
Overall Utilization
Shows the relationship between combined assigned budget and combined actual spending.
Top Utilization
Ranks budget targets by utilization so heavily used budgets can be reviewed first.
Add Budget fields
Fields and selection behavior used by the current Add Budget tab.
| Field / message | Requirement / cause | Behavior / action |
|---|---|---|
| Budget Type | Required | Choose Accounts Budget, Group Account Budget, or Parent Group Budget. |
| Budget Target | Required | The selector changes with Budget Type: individual account, group account, or parent group. |
| Budget Name | Required | A user-facing name for the budget, such as Q1 Budget or Monthly Expense Budget. |
| Budget Amount | Required | Numeric amount assigned to the selected target for the chosen period. |
| Budget Period | Required | Choose Monthly, Quarterly, or Yearly. Changing the period updates date-range logic. |
| Start Date | Validated on save | Beginning of the budget range. It must remain inside the active financial year. |
| End Date | Validated on save | Cannot be before Start Date and cannot extend outside the active financial year. |
| Notes | Optional | Additional context or internal notes for the budget. |
Budget Type
RequiredChoose Accounts Budget, Group Account Budget, or Parent Group Budget.
Budget Target
RequiredThe selector changes with Budget Type: individual account, group account, or parent group.
Budget Name
RequiredA user-facing name for the budget, such as Q1 Budget or Monthly Expense Budget.
Budget Amount
RequiredNumeric amount assigned to the selected target for the chosen period.
Budget Period
RequiredChoose Monthly, Quarterly, or Yearly. Changing the period updates date-range logic.
Start Date
Validated on saveBeginning of the budget range. It must remain inside the active financial year.
End Date
Validated on saveCannot be before Start Date and cannot extend outside the active financial year.
Notes
OptionalAdditional context or internal notes for the budget.
Create and validation flow
What VauPrime validates before a budget is created.
01
Validate required fields
VauPrime validates Budget Name, Budget Amount and the form before creating a budget.
Expected result
Incomplete required values stop creation.
02
Validate budget target
A target is required for the active Budget Type: account, group account, or parent group.
Expected result
The corresponding target-selection message appears when missing.
03
Normalize the period
Monthly, Quarterly and Yearly selections are normalized into the applicable date cycle.
Expected result
The budget receives a consistent period range.
04
Check date order
Both dates must be valid, and End Date must be on or after Start Date.
Expected result
Invalid or reversed ranges are blocked.
05
Check the financial year
The complete budget range must stay inside the current financial year.
Expected result
Out-of-range dates must be corrected or the active financial year changed.
06
Check for a conflicting budget
VauPrime checks whether the same target already has a budget for the same type and period cycle.
Expected result
Conflicting duplicate budgets are not created.
07
Create and refresh
After creation, the form is cleared and budget reporting is refreshed.
Expected result
The new budget becomes available in Overview and Budget List.
Budget List
Current list columns, search behavior and maintenance actions.
Account Name
Displays the selected target name used by the budget.
Group
Shows the budget type/target context in the utilization report.
Budget Amount
Assigned amount for the budget.
Spent
Actual calculated spending for the budget period.
Remaining
Budget Amount minus Spent.
Status
Shows the current budget-status state used by the list.
Budget List search matches Account Name and Group text in the current report rows.
An Edit action is present in the current table configuration, but the current screen callback does not yet implement editing. Delete is implemented separately with confirmation.
How spent and utilization are interpreted
Budget reports compare each assigned budget with actual account activity in the selected reporting context.
Budget
The amount assigned while creating the budget.
Spent
Actual calculated spending associated with the target during the applicable range.
Utilization
Spent ÷ Budget × 100 when Budget is greater than zero.
Budget reporting is scoped to the selected organization and the active financial-year/report range used by the screen.
Common validation and error states
Messages and conditions that can prevent a new budget from being created.
| Field / message | Requirement / cause | Behavior / action |
|---|---|---|
| Please enter budget name | Budget Name is empty. | Enter a budget name before creating the budget. |
| Target selection required | No account, group account, or parent group is selected for the active Budget Type. | Choose the required target first. |
| Please select valid budget start and end dates. | A date could not be parsed or normalized. | Select valid dates again. |
| End date must be on or after start date. | The selected end date is earlier than the start date. | Correct the budget range. |
| Budget dates must be within current financial year | The budget starts before or ends after the active financial year. | Move dates inside the financial year or change the active financial year. |
| Budget already exists for this period with same party | The selected target already has a conflicting budget for the same type and period cycle. | Choose another date/period or a different target. |
Please enter budget name
Budget Name is empty.Enter a budget name before creating the budget.
Target selection required
No account, group account, or parent group is selected for the active Budget Type.Choose the required target first.
Please select valid budget start and end dates.
A date could not be parsed or normalized.Select valid dates again.
End date must be on or after start date.
The selected end date is earlier than the start date.Correct the budget range.
Budget dates must be within current financial year
The budget starts before or ends after the active financial year.Move dates inside the financial year or change the active financial year.
Budget already exists for this period with same party
The selected target already has a conflicting budget for the same type and period cycle.Choose another date/period or a different target.
Implementation-backed guide notes
Important current behavior confirmed from the active VauPrime budget screen and service logic.
- Android uses the compact layout without the permanent Windows sidebar; Windows includes the global sidebar beside Budget Management.
- The Budget Management header supports Lisha on the current screen.
- Budget reports are refreshed after a successful create or delete operation.
- Global Search includes Budget Management under Advanced Features with budget/planning keywords.
- Delete uses a confirmation flow before the budget record is removed.
- The current table exposes Edit, but its screen callback is presently empty; this guide does not invent an edit flow that is not implemented.