/budgets/compare
Budget comparison
Context-sensitive guidance for LifePlanner teammates and members.
Use the comparison view to contrast planned versus actual budgets, spot trends, and decide where to reallocate. It highlights trade-offs so money supports the life portfolio, not the other way around.
Methodology: Financial choices should reflect the life portfolio, so comparing plan vs. actual spend is embedded in every review loop.
How to use: Load the relevant periods, highlight deltas, and log reallocations directly from this view so future planning blocks already know where to save or reinvest.
Note: On Jan 1st each year your current (main) budget becomes the prior year budget and an exact copy of this is made for the coming year, which you can then use to edit and compare.