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Budget

What this section is for

Budget plans and tracks money across a fiscal year — the single source of truth for allocations, actuals, and audit history. Every change is recorded in an append-only audit log.

The structure is four fixed levels:

Budget Year ("2026", "2027-A", ...)
  -> Budget Group ("Departments", "Site Infrastructure", "Admin", ...)
        -> Budget Category ("Cantina", "Sound", "Art", ...)
              -> Budget Line Item ("Food", "PA Rental", ...)

Allocations live on the category; line items are the free-text breakdown. Positive amounts are income, negative expense. All amounts are entered VAT/IVA-inclusive — the gross figure actually paid or received; the VAT rate (0 / 10 / 21 %) only records the IVA portion (for projecting settlement about six weeks after the end of its quarter) and is never added on top of the amount you enter.

Only one Budget Year can be Active at a time. Years progress Draft -> Active -> Closed. Archived years are hidden from non-admin views but their audit history is preserved.

![TODO: screenshot — the Finance index accordion: year selector, groups, categories with budget vs actual, and inline line items]

Key pages at a glance

  • /Budget/Summary — public summary: doughnut charts, total cards, utilisation bar. Every authenticated human.
  • /Budget — coordinator view: non-restricted department budgets with inline line-item editing where you have access.
  • /Finance — consolidated Finance index: accordion, summary cards, charts. FinanceAdmin and Admin only.
  • /Finance/CashFlow — weekly or monthly cash-flow projection. FinanceAdmin and Admin only.
  • Category and line-item editors open from the accordion via Manage Line Items; the audit log (filtered by year) from the Finance toolbar.

As a Volunteer

See where the money goes

Open /Budget/Summary. You see the Active Budget Year with Total Income / Total Expenses / Net Balance cards and Income and Expenses doughnut charts by category (absolute values; when the year projects a surplus, the expenses chart also shows Cash Reserves and Spanish Taxes slices), each backed by a breakdown table.

Line-item detail and individual ticketing line items are never exposed here. Restricted groups (e.g. salaries) and ticketing both fold into the category-level aggregates.

If you coordinate a team or are a Finance Admin / Admin, a Department Detail link to /Budget appears at the top.

  • Teams — categories link to teams; coordinator status drives line-item edit rights.
  • Governance — FinanceAdmin, Admin, and Board role assignments are managed here.
  • Admin — Budget Year lifecycle and role assignment sit under admin oversight.