Budgets

Upload, review, approve, and version budgets — then compare budget vs. actual everywhere.

Where: /budgets — tabs: Overview, Upload, Review, History, Evidence, Settings.

Overview shows the active budget (status, reference, key facts), a Review queue of drafts pending finance review, and a table of existing budget files.

Upload a budget (/budgets/upload):

1. Click/drag a CSV or XLSX file (multi-sheet supported; download the template for the expected columns: account, period, amount, and optionally currency, scenario, statement). The file is also retained in Context Management as evidence.
2. Optionally add details (name, fiscal year, type) and map columns if prompted.
3. Click Upload and start review — when processing completes you're taken to the Review step. You can also pick an already-uploaded file from Existing budget files → Start review.

Review & approve (/budgets/imports/:draftId/review → /approve):

• View the budget as a table or chart, add Comments, and check History.
• Admins can Approve Budget (the first approval activates it), Request Changes (notifies the uploader), or Reject Budget (with a reason).

History (/budgets/history) lists all versions (name, version, status, created date/by) with view/download/PDF/delete actions and status/date/name filters.

Evidence (/budgets/evidence) lists the supporting documents referenced by the active budget; add or remove documents here.

Once a budget is active, turn on the Budget toggle in Insights and Financial Statements to see budget-vs-actual comparisons.