Actual expenses track real spending that has occurred for your program.

Accessing Actual Expenses

  1. Open the program
  2. Click Budget & Financials in the workspace navigation
  3. Click Actual Expenses in the sub-navigation

Adding an Actual Expense

  1. Click the Add New button
  2. A new row appears in the grid
  3. Enter the Expense Name, Cost (actual amount spent), and Expense Description
  4. Click Save

Where Actual Expenses Show Up

Actual expenses are totaled and displayed in the Financial Summary as Total Actual Expenses.

Tips for Tracking Expenses

  • Record expenses promptly so you do not forget
  • Use consistent naming conventions for easier reporting
  • Include descriptions for context (vendor, purpose, etc.)
  • Compare regularly against projected expenses to stay on budget