Budgets
Finance managers compare category spending plans with actual expenses by period and currency.
Finance managers compare category spending plans with actual expenses by period and currency.
Where to find it
Web: open Finance. Desktop: Business → Finance, using the same record paths. Disabled modules or missing read permission remove the navigation entry.
| Screen / tab | Web path | Usage | Desktop |
|---|---|---|---|
| Budgets | /finance/budgets | List, view or tab | Native screen |
| Record details | /finance/budgets/[id] | Record or editor | Native screen |
Start working
Step 1
Create a period/currency budget.
Step 2
Set category targets and alerts.
Step 3
Review actual and remaining amounts.
Step 4
Edit/remove lines or close.
Settings
Option-by-option configuration and screen paths: Settings guide.
There is no separate settings route; the guide distinguishes record options from declared defaults.
Permissions and limits
Before you start
Budgets do not create expenses. Configuration is on the record, without separate settings.
Role capabilities: Read (read), Write (write), Manage (manage), Export (export), Comment (comment).
Own-record restrictions apply equally to lists, records and Era. Record state or missing data can refuse an otherwise permitted action.
Ask Era
Show categories over budget this month.
Select relevant records for Era context. Era respects modules/roles; external or confirmation-sensitive work can stop for approval. Use era tools in the terminal to inspect currently available tools.
Automation and events
These declared events are available to module-event triggers. Subscribing does not configure the next operation; choose recipients, conditions and actions separately.
Operation details
The inventory includes record, configuration, visitor and background flows. IDs support Era/automation; not every row is a menu button. Asterisks mark required inputs. Unmapped rows do not imply a visible control.
| Operation and ID | Inputs | Permission | Screen or flow |
|---|---|---|---|
Plan a budget · budgets.create | Name *, From *, To *, Currency, Warn at (%) (1–100), Notes, Lines | Write | /finance/budgets |
Edit a budget · budgets.update | Budget *, Name, Warn at (%) (1–100), Notes, Status | Write | /finance/budgets/[id] |
Plan a category · budgets.set_line | Budget *, Category *, Planned * | Write | /finance/budgets/[id] |
Remove a category · budgets.remove_line | Line * | Write | /finance/budgets/[id] |
Close a budget · budgets.close | Budget * | Manage | /finance/budgets/[id] |
Check budget alerts · budgets.check_alerts | Expense, Budget | Write | /finance/budgets/[id] |
Related guides
Settings
Options, screen paths and defaults.
Workflows
Operations managers connect triggered blocks on a canvas with conditions, loops and approval waits.
Finance
Finance — modules and detailed settings
Technical sources
packages/os-kernel/src/modules/budgets.ts, packages/os-kernel/src/modules/index.ts, apps/studio/lib/os/navigation.ts, apps/studio/lib/os/settings-groups.ts, apps/era-station/apps/web/src/era/business/screens.ts.