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Use the Monthly Breakdown tab to see when each budget line is scheduled to cost money, month by month. This guide is for MSP staff and for company users whose MSP has given them budget access.

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Before you start

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Open the monthly schedule

1

Open the budget

Click Budgets, click … on the budget’s row, then click View.
2

Select Monthly Breakdown

Click the Monthly Breakdown tab in Budget Details.
3

Read each line

The Line Item column on the left stays in place while you scroll. Under each description you see the recurrence: One-time, Monthly, Quarterly, Annual or Every N months.
4

Scroll across the months

Scroll the table sideways to read Jan through Dec and Year Total. The columns always run January to December. They do not shift to your fiscal-year start month.
5

Read the subtotals and totals

Each category ends with a subtotal row named after the category, such as Software subtotal. At the bottom, Monthly Total adds all lines for each month, and Running Total adds up the months so far.
6

Check line status on Overview

The schedule has no status column. Click Overview to see each line’s status, quantity, unit price and start month.
This tab is a plan for spending. It does not record payments or match invoices. Use Actuals for invoices.

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How charges are scheduled

Each charge is quantity times unit price. A line’s first charge lands in its start month. If no start month is set, the schedule uses January. A line with a term stops charging when the term ends. A 100 USD monthly line that starts in March with a three-month term shows 100 USD in March, April and May. Lines you add in the editor have no term setting. Terms come from Excel and previous-year imports. A saved month override replaces that month’s calculated amount, even when the override is zero.

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Totals and rounding

  • Year Total adds the twelve months for a line or a category.
  • Monthly Total adds every line’s amount for that month.
  • Running Total is the cumulative planned spend through that month. It is not money left in the budget.
  • Month cells round to whole currency units. Totals keep cents, so the cells can add up slightly differently than the total.
  • A dash means no planned charge that month.
  • The schedule includes every line, even rejected ones. It is not limited to approved lines.
An overridden cell shows in blue bold type. Hover it to see the calculated amount.

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Troubleshooting

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Frequently asked questions

Open the budget with View, then click Monthly Breakdown. Scroll sideways for all twelve months and Year Total.
No. It includes every line status, including rejected lines. Check Overview for each line’s status.
No. It is cumulative planned spend through that month.
No. The columns always run January to December.
No. Zero replaces the calculated charge with zero. To go back to the calculation, clear the field and leave it.
Yes. Open … in the page header and click Print while this tab is open. It prints on a landscape letter page.