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Financial reports and planning

Read budgets while Institution Books setup is incomplete

Distinguish retained plans from actions that need current book settings.

Updated 2026-11-11

Saved budget plans can remain readable when Institution Books setup is incomplete. The workspace asks you to complete the company book settings before creating plans or comparing posted actuals. A retained plan does not establish that the current accounting configuration is ready.

Open the existing plan to inspect its saved scope, period and assumptions. If you need a new version or actual comparison, follow the setup notice and confirm the relevant company settings with the appropriate authority.

Do not interpret an unavailable actual comparison as a zero result. The system has not established the required current accounting context. Keep that distinction visible if you share the saved plan with another person.

After setup is completed, refresh the budget workspace and reload the intended version. Check the actual coverage and account mapping before relying on the comparison. Earlier plan amounts remain assumptions and may need an explained revision if the final company setup differs from what the plan originally anticipated.

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