# Budgets

> Set spending targets and track budget-versus-actual performance across your organizations

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Site [llms.txt](/llms.txt)

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Budgets let you define monthly spending targets and compare them against actual cloud spend. Budgets are hierarchical, so you can mirror your organization's structure: individual budgets track specific slices of spend, while rollup budgets aggregate their children into combined totals. The Budgets page provides:

- **Hierarchy view:** An expandable tree of budgets showing each budget's type, currency, and current-month target.
- **Budget vs. actual:** Per-budget performance charts comparing budgeted and actual spend, monthly or cumulative.
- **Variance tracking:** Monthly variance figures, with month-to-date prorated targets for the in-progress month.

<div class="alert alert-info" role="alert">


Budgets is enabled per tenant. The Budgets page is for viewing performance; budgets are created and edited under **Settings** > **Budgets**. See [Manage budgets](/docs/cbp/navigating-the-platform/settings/manage-budgets/).
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## Access the Budgets page

1. Log in to the CloudBolt Platform.
1. In the sidebar, select **Budgets**.

## Budgets list

The list shows your budgets as an expandable tree. Rollup budgets contain child budgets, indented beneath them.

| Column | Description |
| --- | --- |
| Name | The budget name. Select it to open the budget's detail page. |
| Type | **Budget** for an individual budget with its own targets and filters, or **Rollup** for a parent that aggregates its children. |
| Currency | The budget's currency code. |
| This month | The budgeted amount for the current month. For rollups, the sum of the child budgets' current-month amounts. |
| Actions | An **Edit** button that opens the budget for editing under Settings > Budgets. |

## Budget detail

Select a budget's name to open its detail page:

- **Budget vs. actual** chart: actual spend (solid line) against the budgeted target (dashed line) over the trailing 12 months. Use the **Monthly**/**Cumulative** toggle to switch between per-month values and a running total.
- **Monthly performance** table: for each month, the **Budgeted** amount, **Actual** spend (the current month carries an **In progress** badge), **MTD Budgeted** (the target prorated to the current day of the month), **Variance** (actual minus budgeted, shown in red when spending is over budget), and **Variance %**.
- **Per-budget breakdown:** on a rollup budget, a month-by-month table for each child budget.

## How budgets are calculated

- **Targets carry forward.** A budget's target is set per month, and each amount applies from its month forward until you set a new amount. You only add an entry when the target changes.
- **Actual spend** is the billed cost matching the budget's filters within your organization. A budget with no filters covers all of the organization's costs.
- **Month-to-date proration.** Partway through a month, the full monthly target would be an unfair comparison, so the **MTD Budgeted** column scales the target to the elapsed portion of the month: on day 15 of a 30-day month, half the monthly target.
- **Rollups** sum their descendants' budgeted and actual amounts per month; they carry no targets or filters of their own.