Budget Line — entity reference

One planned amount for a GL account inside a budget, either for the whole fiscal year or for one fiscal period. Lines are added from the budget's Related tab with Quick Add. Only one line may exist per budget, GL account and fiscal period (an annual line with no period counts as its own period), the amount must be greater than zero, and lines cannot be added or edited while the parent budget is Confirmed. Budget vs Actual sums the lines per GL account and shows only profit and loss accounts of the budget's company. In the monthly layouts a line with a period lands in that period and an annual line is spread evenly across the year.

Fields

Field	Label	Type	Required	What it does
`BranchId`	Branch	Lookup → Branch		Branch recorded on the line for reference. Budget vs Actual does not split the budget by branch; its Branch picker narrows only the Actual column. Hidden on tenants with a single location.
`BudgetAmount`	Budget Amount	Currency		The planned figure. Must be greater than zero; enter income and expense budgets as positive amounts. Favourable or unfavourable variance is decided by whether the account is income or expense, never by the sign of this value.
`BudgetId`	Budget	Lookup → Budget		The budget this line belongs to. Filled in automatically when the line is added from the budget's Related tab.
`BusinessUnitId`	Business Unit	Lookup → BusinessUnit		Business unit recorded on the line for reference. Budget vs Actual scopes actuals by the budget header's business unit, not by this field.
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created On	DateAndTime	Yes
`FiscalPeriodId`	Fiscal Period	Lookup → FiscalPeriod		The period the amount belongs to. Leave it empty for an annual amount, which the monthly layouts spread evenly across the fiscal year's periods. A period from a different fiscal year is treated like an annual amount.
`GLAccountId`	GL Account	Lookup → GLAccount		The account being budgeted; only active accounts are offered. Budget vs Actual shows the line only if this is a profit and loss account of the budget's company, so lines on balance sheet accounts are stored but never shown.
`Id`	Id	Guid	Yes
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`Name`	GL Account Name	Text, unique	Yes	A label for the line, typed by the user. Required, and unique across every budget line in the organisation, not only within one budget, so include the budget in it (for example FY27-OPS Travel). Nothing in the comparison reads it.
`OwnerId`	Owner	Lookup → UserAccount	Yes
`PartnerAccountId`	Partner Account	Lookup → Account		The company, repeated on the line. Not on the standard line form and not filled in automatically; Budget vs Actual uses the budget header's company instead.
`RecordTypeId`	Record Type	Guid, hidden
`UIProps`	UI Props	Text
`UpdatedDateTime`	Updated On	DateAndTime	Yes

Actions

Action	Label	Type	What it does
`BulkDelete`	Delete	Delete	Delete the selected records.
`Clone`	Clone	ServerAction (`Clone`)	Create a copy of this record
`Delete`	Delete	Delete	Delete
`DeleteInList`	Delete	Delete	Delete in a list page
`Edit`	Edit	Edit	Edit
`EditListRow`	Edit	Edit	EditListRow
`New`	New	New	New

Lookup filters

Filter	Lookup field	Notes
GL Account Filter	`GLAccountId`

UserAccount — looks up via CreatedById
FiscalPeriod — looks up via FiscalPeriodId
UserAccount — looks up via OwnerId
UserAccount — looks up via ModifiedById
Budget — looks up via BudgetId
GLAccount — looks up via GLAccountId
BusinessUnit — looks up via BusinessUnitId
Account — looks up via PartnerAccountId
Branch — looks up via BranchId
Item — looks up via ItemId

Budget Line — entity reference

Fields

Actions

Lookup filters

Related entities

Related topics