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Using Budget Manager & CSV Import In Beam Machine

How to use the Budget Manager & Variance route and the visible Budget Import (CSV) guidance in the current Beam Machine build.

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Using Budget Manager & CSV Import In Beam Machine

This page shows you how to use the current Budget Manager & Variance route and how to handle the visible Budget Import (CSV) guidance without pretending there is a full upload console on the page.

Product: Beam Machine
Module: Reports -> Reporting -> Budget Manager & Variance
Role: Accountant, Financial Controller, Budget Owner
Difficulty: Intermediate
Time: 7 minutes
Last Updated: 2026-03-10
Version: Current live reporting route in this repo

Before You Start

  • You need a valid financialYearId in the URL if you want the working budget view.
  • You need the exact budget columns and source values before preparing a CSV.
  • If you only need variance interpretation, open ./03-reviewing-budget-variance.md.

Current build status: This route is live but partial. The page title is Budget Manager & Variance. Without financialYearId, the route only shows instruction text. With financialYearId, it shows summary cards, a variance table, and the Budget Import (CSV) reference card. The Print button works, the Export button is disabled, and there is no visible upload button on the page.

What is this page?

This route is the current budget review and CSV-format reference surface. It combines:

  • budget-versus-actual review,
  • date-range filtering,
  • and visible CSV layout guidance for budget imports

In the current build, it is closer to a review page plus import format reference than a full in-page budget administration suite.

When do you use this?

Use this page when you need:

  • the current Budget Manager & Variance screen,
  • the exact visible CSV column layout,
  • confirmation of what the page does before you document a process,
  • or a quick budget view once a financial year has been selected.

If you document this route as if it has an upload button today, your SOP will be wrong.

Where do you find it?

Primary path: Reports -> Reporting, then click the Budget & Variance tile
Alternative: Open /dashboard/reporting/budget?financialYearId=<uuid>

The landing tile says Budget & Variance. The page you arrive on is titled Budget Manager & Variance.

How do you use the route safely?

  1. Open Reports -> Reporting.
  2. Click Budget & Variance.
  3. Check whether the URL contains financialYearId=<uuid>.
  4. If it does not, read the instruction message and stop before promising a working budget table.

āœ… Checkpoint: Without financialYearId, the page only tells you to pass ?financialYearId=<uuid> in the URL or create a financial year under Accounting -> Financial Years.

  1. If the URL does include a financial year, set Start date and End date if you need a period view.
  2. Click Print if you need a printer-friendly copy.
  3. Ignore Export for now, because the button is disabled in the current build.

How do you handle the CSV guidance?

  1. Scroll to the Budget Import (CSV) card.
  2. Prepare the CSV columns exactly as shown:
    • accountNumber
    • year
    • month
    • amount
    • notes
  3. Treat the page examples as the visible format reference:
    • 4100,2026,1,50000.00,"January revenue target"
    • 5100,2026,1,30000.00,"January salary budget"
  4. Read the note below the examples carefully:
    • amounts are entered in rands,
    • the system converts them to cents,
    • and existing budgets for the same account and month are updated

āœ… Checkpoint: A working route shows the summary cards, the Budget vs Actual Variance table, and the Budget Import (CSV) card on the same page.

What must you handle carefully?

  1. Do not tell users there is a visible upload button on this page, because there is not.
  2. Do not treat the route as self-sufficient if no financialYearId has been supplied.
  3. Use Reviewing Budget Variance when the real task is interpreting the numbers rather than preparing the CSV shape.

Common Questions & Issues

"I only see instructions and no report"

Why this happens: The route needs a valid financialYearId before it will show the working budget view.

Fix: Add a valid financial year identifier to the URL first.

"Where is the CSV upload button?"

Why this happens: The current page shows Budget Import (CSV) guidance only. It does not expose a visible upload control.

Fix: Treat the page as a format reference and review screen, not as a complete import console.

"What unit should the amount use?"

Why this happens: The page uses rands in the visible CSV example, while the backend stores values in cents.

Fix: Prepare the CSV amounts in rands exactly as the page says.

What's Next

Related Pages

SA Compliance Reference

  • Budget tools support management control, governance review, and budget-versus-actual oversight.
  • They are not statutory filings and do not replace formal approval, review, or source accounting controls.

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