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Budget Line Details

The Budget Line Details data model is a live view of general ledger budgets in Acumatica, broken down by financial period and year. It retains the core accounting dimensions needed for analysis, including branch, ledger, account, subaccount, and budget group, and includes both budget amount and released amount at the level of each financial period. It covers monthly budget reporting, period comparisons, trend analysis, and detailed review of how annual budget values are distributed over time.

important

This data model is built around a specific structure that requires precise parameters to return data correctly. Creating custom views directly inside this data model is not recommended as they will not have the required setup to function properly.

How to use this data model​

  • Review budget amounts by financial period and year, for month-by-month analysis.
  • Compare budget values across periods to see how planned amounts are distributed throughout the fiscal year.
  • Analyze budget availability and release activity using both total budget amount and released amount, by period.
  • Break down budgets by branch, ledger, account, subaccount, or budget group, alongside year and financial period.
  • Filter and group by fiscal period using the financial period ID, financial year, and period number as separate fields.
  • Compare summarized budget values against period detail to find differences between individual periods.