Published at: 2026-10-12

View budget income and expense entries


Reconcile every amount change on an expense budget sheet.

Overview

Budget income and expense entries record and display amount changes on expense budget sheets, so you can track how funds are used. The system generates entry data from related budget transactions.

Before you start

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  • Object permission: You need the Budget Income and Expense Entries object permission.
  • Completion Conditions: A transaction that changes budget amounts has already occurred, such as creation, Budget Breakdown, adjustment, Budget Carryforward, consumption, or accrual.
  • Entry: Budget Management app → Budget Management > Income and Expense Entries.
  • Note: The system generates income and expense entries. This object is view-only. You cannot create records manually.

Operation steps

View the entry list

  1. In the web main navigation, open Budget Management.
  2. Go to Budget Management > Income and Expense Entries.
  3. In the list, browse amount changes by expense budget sheet or business source.
Field Description
Entry type Expense, income, freeze, or unfreeze
Change type The specific business reason for the amount change
Operation Amount The amount of this change
Business object The business object that caused the change
Related business object data The specific data that caused this change
Details Status Posted or not posted. Unposted entries do not affect the available amount of the Budget Sheet
Budget income and expense entry list Budget income and expense entry list

View entry details

  1. Open the target entry in the list.
  2. Verify the changed amount, related Budget Sheet, and usage path.
Budget income and expense entry details

Expected result

  • You can look up entries produced by opening balance, Budget Supplement, Budget Deduction, Budget Allocation, Budget Breakdown, or Budget Carryforward by Budget Sheet.
  • The object list shows income and expense entries generated by the system.
  • Posted entries match the available amount changes on the Budget Sheet.

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