Budgeting
Plan the year and track it: create budgets, build them account by account, drive rows from volumes and rates, manage versions, and compare against posted actuals with variance and forecasting.
Create a budget
A budget is your plan for the year, account by account. Name it, pick the fiscal year and how finely to break it down — monthly, quarterly, or yearly — and mujez opens a builder ready for your figures.
Build your budget
The builder is a grid of accounts down the side and periods across the top. Add the accounts you’re planning and type the figures — row and full-year totals update as you go, and everything autosaves. Budget figures are a plan only; they never post to the ledger.
Use budget drivers
Instead of typing a number into every month, drive a row from a volume and a rate — say 300 covers a day at 150 each. mujez fills every period for you, and a change to the rate re-computes the whole row.
Manage budget versions
Plans change. Lock the version you’ve agreed, duplicate it into a draft to work on a revision, and activate the draft when it’s ready — the active version is the baseline your variance report measures against.
Review budget variance
The variance report puts your budget next to the actuals posted to the ledger, account by account, and marks each one favorable, unfavorable, or on track — judged from the account’s nature, not the raw sign, so a revenue shortfall reads as unfavorable while spending under budget reads as favorable.
Forecast the rest of the year
Part-way through the year, project where you’ll land. The forecast combines the actuals so far with the remaining periods — either at budget or at your year-to-date run rate — and a rolling view extends the outlook across the next 12 to 18 months.
More guides for this module are on the way. Back to documentation