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Budget Execution·Support CodeBUDGET-002

Budget vs. Actual and Variance Analysis

How to track actual spending against approved budgets and analyze variances in WorkVell.

【Automatic recording of actuals】

When expense or purchase requests are approved, the amounts are automatically posted to the relevant budget line item. Import from external accounting software is also supported (Settings → Integrations).

【Reading the budget vs. actual report】

· Budget: the amount originally requested and approved

· Actual: total spending to date

· Remaining: budget − actual

· Utilization rate: actual ÷ budget × 100%

【Variance alerts】

When utilization exceeds a configured threshold (e.g., 90%), automatic notifications go to the manager and approver to prevent overspending.

【Drill-down by line item】

Click any line item to see the list of expense requests posted to it — instantly trace why a category is high.

【Cross-department comparison】

A dashboard view compares budget utilization across multiple departments (admin-only).

Example

Q2 advertising: budget ¥5M → actual ¥4.7M (94%) → alert triggered at ¥300K remaining

budget vs actualvariancespending statusutilization rateremaining budget

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