Spend & Resources Report

The Spend & Resources report tells you how your spending is tracking against the year's budget, and whether you're on course to finish the year inside it.

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Where do the numbers come from?

From your budget and the spending recorded in Finance. If you haven't set up a budget year, you'll see "Set up your annual budget in Finance to see spending analysis by category here." See Budgets.

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What do the headline figures mean?

• Spent year to date — known actual spend so far this budget year
• Active category allocations — the budget allocated to your active categories
• Remaining — budget left. It shows with a minus sign if you're over.
• Budget used — the share of the budget spent, amber from 80% and red at 100%

If TurfWise can't verify the year's actual spend, these are replaced by Actuals unavailable.

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How do I tell if we're on pace?

Budget year progress puts two bars side by side: Year elapsed and Budget used. If spend is running ahead of the calendar, you'll see "Spending is ahead of the year's pace". Underneath are Spent year-to-date, Projected year-end and Projected variance — a red plus figure means you're heading over.

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What else is on the page?

• Recorded ledger activity in selected period — what was recorded in your chosen dates. It can include invoice-linked and system wage entries, so it's separate from known actual spend.
• Known actuals reconciliation — spend that sits outside your active category rows, such as inactive categories or unallocated payroll
• Operations budget vs spend and Overheads budget vs spend — each category's budget against spend
• Monthly spend — spend month by month
• Operations spending and Overheads spending — tables with Budget, Spent, Remaining, Used and a status of on track, at risk or over
• Supplier spend (invoice-only) — your biggest suppliers by invoiced amount