Financials - Budgets Documentation

Financials - Budgets

Last Updated: April 13, 2026

The budgets tab on the Financials page allows organizations to create organizational budgets that track against actuals in certain reports. All functionality for this tool is accessible by being on the Budgets tab of the Financials page.


Customization

Account codes are customizable on the Financials page on the Account Codes tab.


Budget Fields

  • Location: The location associated with the budget, or None if applicable to all locations.

  • League: The league associated with the budget, or None if not applicable.

  • Title: Budget title

  • Date Range: Budget start and end dates

  • Income Items: Income budget items.

  • Expense Items: Expense budget items.


Deleting a Budget

To delete a budget, check the box next to the record in the table and click the Delete icon below the table. A popup window will appear to confirm you want to delete it, and if so, click Delete. Once deleted, the record cannot be recovered.