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Station Clipboard module guide

Budget

Budget is your department budget as an editable sheet, not an accounting package. Set the fiscal year your municipality uses, build your own GL codes, and type figures into the sheet. It shows what you budgeted, what you have spent, what is left, how far through the year you are, and which lines are spending ahead of the calendar. Spending is a number your team enters; Budget does not track receipts or transactions.

Chiefs, finance officers, and budget administrators3 detailed guidesChoose a task guide
End-to-end workflow

Build and track a fiscal year

  1. 1

    Enter your fiscal-year start date and label in Settings.

  2. 2

    Create GL codes; each code is one line of the budget.

  3. 3

    Type proposed, approved, and spent amounts into the sheet.

  4. 4

    Move the year from draft to proposed to approved.

  5. 5

    Watch pace labels and compare with last year.

  6. 6

    Export reports, then close the year to lock it and roll codes forward into the next year.

Do the work

Choose a step-by-step task guide

Each guide includes prerequisites, exact actions, verification, and troubleshooting—not just a feature summary.

01Set up the fiscal year and GL codesCreate a year, build GL codes, enter amounts, and roll forward. 8 min · Budget administrators
What it covers

Module capabilities

Administrator setup

Before your department relies on it

  1. 1

    Confirm the fiscal-year start date before entering figures.

  2. 2

    Agree on GL code names with your municipality.

  3. 3

    Decide who may edit spent amounts and how often they are updated.

  4. 4

    Close the year only when the numbers are final.

  5. 5

    Retire codes instead of deleting them.

  6. 6

    Export a PDF for board meetings.

Where to go

Portal destinations

These destinations appear only when the module is enabled and your roles grant the required access.

AreaPortal path
Budget sheet/modules/budget
GL Codes/modules/budget/gl-codes
Analytics/modules/budget/analytics
Reports/modules/budget/reports
Settings/modules/budget/settings
Connected by design

Associated modules

Required modules must be enabled first. Related modules exchange data or extend the workflow when both are available.

Dependencies

RequiredCore

Works especially well with

No additional module relationships are required.

Common questions

Answers before you get stuck

Does Budget track receipts or purchases?

No. Spending is a number your team enters.

Can a closed year be edited?

No. Closing a year locks its sheet.

Does Budget pull from Payroll or Quartermaster?

No. Budget figures are entered directly.

Step-by-step help

Detailed Budget guides

Update the department budget sheetEnter figures, read pace labels, and compare with last year.Budget editors · 3 min readCreate reports and exportsUnderstand PDF and CSV output, branding options, and export permissions.Members & managers · 4 min readSet up the fiscal year and GL codesCreate a year, build GL codes, enter amounts, and roll forward.Budget administrators · 8 min read