Government – Expenditure by Fund

What is a Expenditure by Fund Budget Report? Expenditure by Fund Budget Reports are considered budget approval and analysis tools and are used by Executives and Budget Managers to review approved expense budgets by fund. Some of the main functionality in this type of report is that it shows historical results as well as the iterations of the current budget. Information include: 1) Prior year actual expenses by fund, 2) Prior year approved budget, 3) Prior year revised budget, 4) Requested budget, 5) Recommended budget, 6) Adopted budget, 7) Variances in amounts and percent. The rows groups and sub-totals expenses by account (object code) and fund. The traffic lights help highlight significant amounts. You find an example of this type of report below.

Purpose of Expenditure by Fund Budget Reports Public Sector organizations use Expenditure by Fund Budget Reports to give leaders a clear picture of how they arrived at the adopted budget. When used as part of good business practices in Planning and Executive departments, a government entity can improve its strategic decisions and expense allocations, and it can reduce the chances that managers lack ownership and oversight into fund budgets.

Who Uses This Type of Report? The typical users of this type of report are: Executives, strategic planners, budget officers, controllers. Other Reports Often Used in Conjunction with Expenditure by Fund Budget Reports Progressive Planning and Executive departments sometimes use several different Expenditure by Fund Budget Reports, along with financial budget dashboards, strategic plans, annual budgets, financial statements, government KPI dashboards and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

Built for government finance teams and aligned with Solver's xFP&A platform, this Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Government – Expenditure by Fund in Solver? The Government – Expenditure by Fund is a pre-built xFP&A report template in Solver designed for government organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for government finance workflows.

Who uses this Solver report template? This template is primarily used by CFOs, controllers, and public sector finance teams in government organizations who need accurate, timely data to support planning, reporting, and decision-making. It is particularly valuable for government finance teams managing budgets, forecasts, and performance reviews.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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