Budgeting
End-to-end budget lifecycle: cycle administration with deadlines, department budget requests (6-status workflow with auto-populated prior-year actuals and internal-comment visibility), scenario modeling with deep cloning and position control, and multi-step adoption workflow (draft → in review → finance review → council proposed → adopted). On adoption, scenario lines push directly to GL account budgets. Post-adoption amendments transfer funds between GL accounts through a separate approval workflow. Revenue forecasting ships three methods — prior-year growth rate, 3-FY moving average, and manual entry — with projections stored per GL account. A reusable ApprovalCard UI backs the request approve/reject/revise path. Department-scoped visibility via userRoles → departments JOIN. Budget-to-actual runs off the GL in real time.
Key Capabilities
- Budget cycle administration with deadlines and department requests
- 6-status budget request workflow with auto-populated prior-year actuals
- Revenue forecasting: prior-year growth, 3-FY moving average, manual entry
- Scenario modeling with deep cloning of all lines and positions
- Position control for salary, benefits, and headcount impact
- On-adoption push to GL account budgets; real-time budget-to-actual variance
Why this matters
Budget season is where the gap between finance and the departments shows up. Department heads get a spreadsheet template, fill in optimistic numbers, and email it back. Finance consolidates, cuts, and emails a new spreadsheet. Two rounds of revisions later, nobody is sure which version the council will actually adopt. MuniNow's Budgeting module runs the entire cycle on a single shared record with a status column. Department requests auto-populate with prior-year actuals pulled from period balances — no spreadsheet import, no stale numbers — and move through a six-status workflow (draft → submitted → in review → approved / rejected / revision requested). Finance officers can override requested amounts per line with an approvedAmount field, and an internal-comment flag hides finance-only discussion from department heads. Revenue forecasting ships three methods — prior-year growth with configurable growth rate, 3-FY moving average, or manual entry — so the revenue side of the budget has as much discipline as the expenditure side. When council adopts the scenario, the numbers push straight to GL account budgets and budget-to-actual starts running in real time.
Related Modules in Finance & Accounting
General Ledger
GASB fund accounting, 4-step year-end close wizard, and inter-fund transfers
Accounts Payable
Vendor invoices with duplicate detection, batch payments, and 1099s
Accounts Receivable
Unified receivables from 12 source modules with automated dunning
Cashiering
Unified POS counter accepting payments from 17 source modules
Bank Reconciliation
Plaid-connected bank feeds with automated GL matching
See Budgeting in action
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