← All docs
Docs · Reporting and planning
Budgets and budget versus actual
Describes Fynease as of September 2026
Budget columns in Analysis and in reports compare actuals against a budget loaded from QuickBooks Online or from a spreadsheet.
From QuickBooks Online
- Active profit and loss budgets are read; balance sheet budgets are not.
- A single budget loads automatically. If there are several, Fynease never picks one for you: you choose, and can set the fiscal year it fills.
- Budget lines match by account, and a budget split by class keeps the split.
- Budgets are not refreshed by the nightly sync; reload one when it changes.
From a spreadsheet
Import a budget in CSV or Excel with a column per month. See Companies not on QuickBooks Online.
When there is no budget
The budget column says it is withheld and how to load one, rather than showing zeros.
More in Reporting and planning
All docs