Understand Planned and Current Amounts in an Expense
  • 1 Minute to read
  • Dark
    Light
  • PDF

Understand Planned and Current Amounts in an Expense

  • Dark
    Light
  • PDF

Article summary

You can track the history of every expense, and Plannuh can give you back any unused budget from Planned expenses to ensure you have as much as possible to spend

Planned vs. current amounts, and the difference

Our customers asked us to help them keep a track of what they originally planned to spend on expenses, what they really spent, and what the difference was. This data helps them plan better in the next planning cycle.

The "planned" amount is what was originally estimated to be spent on a given expense, in a specified timeframe.  The "actual" amount reflects the amount that was really spent.  When there is an actual amount, please note that the expense status must be either committed or closed. 

Here is an example:

current expense

  • I planned to spend $1000 in April, but actually spent $820.  The expense is closed, and the difference is $180 ... so I spent $180 less than originally planned in April.

Was this article helpful?