Inquiry page · Budgeting

Actual vs. budget

An inquiry page that compares budget amounts with actual amounts for the financial dimension values you select.

Show what matters for

Everyone

1What it is and why

What it is	An inquiry page that compares budget amounts with actual amounts for the financial dimension values you select.
What you do here	Used to drill into the details behind budget and actual amounts.
Example	—

Functional consultant · Solution architect

Business process	—
Menu path	Budgeting › Inquiries and reports › Basic budgeting › Actual vs. budget
Set up first	Budget register entries Microsoft Learn ↗
Used next by	—
Related pages	Budget account entries Microsoft Learn ↗Actual vs. budget by period Microsoft Learn ↗

End user · Functional consultant

Go to Budgeting > Inquiries and reports > Basic budgeting > Actual vs. budget.
Select a line.
Select Period balances to see the budget and actual amounts spread across fiscal periods.
Select Budget account entries to see the budget register entries behind the budget amount.
Select General journal entries to see the ledger transactions behind the actual amount.

Field	What it means	Worked example	Table column
Actual	The sum of debits and credits posted for the financial dimension value.Microsoft Learn ↗	—	—
Preliminary budget	The total of preliminary budget register entries for the budget model and dimension values (public sector).Microsoft Learn ↗	—	—

Functional consultant

Setup step	Recommended value and why	Decision · common mistake · test
— No setup is made on this page.

Solution architect

Technical architect

Menu item	`BudgetBalancesActualsByFocus` Checked in Dynamics 365
Form	`BudgetBalancesActualsByFocus` Checked in Dynamics 365
Table	`BudgetTmpBalancesActuals`Shown as “Budget balances” in Record infoChecked in Dynamics 365
Data entities	—
Who can open it	PrivilegesView actuals versus budget information `BudgetBalancesActualsByFocusView`DutiesReview budget process performance `BudgetBudgetProcessPerfReview`Inquire into budget master `BudgetBudgetsInquire`Inquire into budget register entry status `BudgetBudgetTransStatusInquire` 10 security roles Auditor `AuditPolicyManager`Budget clerk `BudgetBudgetClerk`Budget contributor `BudgetBudgetContributor`Budget manager `BudgetBudgetManager`Chief executive officer `CompanyChiefExecutiveOfficer`Chief financial officer `CompanyChiefFinancialOfficer`Accountant `LedgerAccountant`Accounting manager `LedgerAccountingManager`Accounting supervisor `LedgerAccountingSupervisor`Financial controller `LedgerFinancialController` Checked in Dynamics 365
Actions on the page	Options: Personalize, Page options, ShareChecked in Dynamics 365

Developer

Open it directly	`https://<your-environment>/?mi=BudgetBalancesActualsByFocus`
Integrate with	—
Table definition	—

Everyone