Finance → Budgets keeps your school's budget in Trivium: income and expense lines, what you budgeted, and what actually happened.
- Open Finance → Budgets and choose New budget. Give it a Name and optional Fiscal year, then Create budget.
- Add line items — each with its Type (income or expense) and the Budgeted amount. Group them under headings to get subtotals.
- Through the year, enter each line's Actual. Variance shows how far each line is over or under.
A budget sheet — budgeted, actual and variance by line.
Actuals are typed in, not pulled from invoices. Edit budgets on a computer — on a phone the sheet is read-only. With Ask Triv, ask "how are we tracking against budget?" for a summary.