--- title: Using Budget Codes in the TMS description: Utilize budget code management in the Veracity TMS to assign a budget code to each contract line item -- allowing for easy budget code tracking and analysis in Reports. Use the budget code reports to keep tabs on your current spending as well as plan for next fiscal year. --- [Skip to content](https://knowledgebase.veracityvs.com/using-budget-codes-in-the-tms#main-content) English Show submenu for translations [Customer Portal](https://knowledgebase.veracityvs.com/kb-tickets/new?hsLang=en) ![2025 Veracity Logo-1](https://knowledgebase.veracityvs.com/hs-fs/hubfs/2025%20Veracity%20Logo-1.png?width=230&height=71&name=2025%20Veracity%20Logo-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer Portal](https://knowledgebase.veracityvs.com/kb-tickets/new) How can we help you? - There are no suggestions because the search field is empty. 1. [Veracity Knowledge Base](https://knowledgebase.veracityvs.com/?hsLang=en) 2. [Contracts](https://knowledgebase.veracityvs.com/contracts?hsLang=en) 3. [Contracts Settings](https://knowledgebase.veracityvs.com/contracts?hsLang=en#contracts-settings) # Using Budget Codes in the TMS ## Add budget codes to line items in your contracts in order to generate valuable budget code-based reports to support you in budget planning and maintenance. ### **Creating & Managing Budget Codes** To add in your custom budget codes and a short description for each, navigate to **Settings** in the bottom left of the TMS navigation bar. Click on the **Budget Codes** card. ![Screenshot 2026-01-19 092857](https://knowledgebase.veracityvs.com/hs-fs/hubfs/Interface%20Screenshots/Budget%20Codes/Screenshot%202026-01-19%20092857.png?width=300&height=177&name=Screenshot%202026-01-19%20092857.png) #### **Creating a New Budget Code** 1. Click the **+ Create Budget Code** button in the top right corner. 2. Enter your Budget Code Name. *Typically, this will be the numeric budget code or shortened budget code used by your Finance Dept. (e.g. 10-800-1600-4200).* 3. Enter a Description for your budget code (e.g. E-Rate Category 1). 4. Click **Save.** **![Screenshot 2026-01-19 100553](https://knowledgebase.veracityvs.com/hs-fs/hubfs/Interface%20Screenshots/Budget%20Codes/Screenshot%202026-01-19%20100553.png?width=670&height=155&name=Screenshot%202026-01-19%20100553.png)** Budget codes appear in the contract dropdown as their **name**. What you enter into the "name" field when creating a budget code will be what you use to identify it in the dropdown. #### **Editing an Existing Budget Code** To edit an existing budget code, click the pencil icon in that budget code's row. Edit the information as needed and click **Save.** ![Screenshot 2026-01-19 100931](https://knowledgebase.veracityvs.com/hs-fs/hubfs/Interface%20Screenshots/Budget%20Codes/Screenshot%202026-01-19%20100931.png?width=670&height=190&name=Screenshot%202026-01-19%20100931.png) ### **Adding a Budget Code to a Line Item** Budget codes are added to items in the **Contract Management** module in the Veracity TMS. If you are not familiar with how to use Contract Management, please reference [these articles](https://knowledgebase.veracityvs.com/contracts?hsLang=en). Budget codes can be added to each "Products and Costs" line item on your contract. Once you add a line item, the standard details dropdowns appear. One of these dropdowns reads "Budget Code." Once you have entered budget codes into the Budget Code management tool, they will appear here in the dropdown Budget codes can only be added to line items under ***Products and Costs***. Currently, budget codes **cannot** be assigned to line items under ***Additional Costs***. If you wish to track budget code spending, please include those desired line items as additional line items under the **Products and Costs** area by clicking the purple **+ Add Line Item** button. Once you've entered in line item details, including a budget code, click **+ Create** to save. ![Screenshot 2026-01-19 101951](https://knowledgebase.veracityvs.com/hs-fs/hubfs/Interface%20Screenshots/Budget%20Codes/Screenshot%202026-01-19%20101951.png?width=670&height=431&name=Screenshot%202026-01-19%20101951.png) ### **Editing an Existing Contract's Budget Code** If you have an existing contract that either does not have a budget code or a budget code needs to be changed, you can: 1. Open the desired contract. 2. Click the **blue Edit button** in the top right corner. 3. Click the **dropdown arrow** beside the desired line item under Products and Costs. 4. Click the **pencil icon** at the right of the detailed information. 5. Add or change the budget code by clicking on the Budget Code dropdown. 6. Click **Save.** ![Screenshot 2026-01-19 102926](https://knowledgebase.veracityvs.com/hs-fs/hubfs/Interface%20Screenshots/Budget%20Codes/Screenshot%202026-01-19%20102926.png?width=670&height=397&name=Screenshot%202026-01-19%20102926.png) ### **Budget Code Reporting** There are two budget code reports that can help you track current spending as well as plan ahead for your next fiscal year's budget. ![Screenshot 2026-01-19 103415](https://knowledgebase.veracityvs.com/hs-fs/hubfs/Interface%20Screenshots/Budget%20Codes/Screenshot%202026-01-19%20103415.png?width=670&height=359&name=Screenshot%202026-01-19%20103415.png) #### **Budget Code Report** This budget code report is a detailed **line item report**. It includes all products and product line items in a list. This budget report includes the following fields: - Product / Item - Budget Code - Line Item Cost ($) - Department - Location - Start Date - End Date When exporting this report as a CSV, the **vendor** field will be included, as well. **TIP:** Clicking on a row in the Budget Code Report will take you to directly to that associated contract. ![Screenshot 2026-01-19 103843](https://knowledgebase.veracityvs.com/hs-fs/hubfs/Interface%20Screenshots/Budget%20Codes/Screenshot%202026-01-19%20103843.png?width=670&height=148&name=Screenshot%202026-01-19%20103843.png) #### **Total Spend by Budget Code** This budget code report offers total spending per budget code for a bird's eye view of your spending. This budget report includes the following fields: - Budget Code - Total Spend ![Screenshot 2026-01-19 104027](https://knowledgebase.veracityvs.com/hs-fs/hubfs/Interface%20Screenshots/Budget%20Codes/Screenshot%202026-01-19%20104027.png?width=670&height=115&name=Screenshot%202026-01-19%20104027.png)   - [Users, Settings, & Navigation](https://knowledgebase.veracityvs.com/users-settings-navigation?hsLang=en#main-content) - [Navigation & Settings](https://knowledgebase.veracityvs.com/users-settings-navigation?hsLang=en#navigation-settings) - [User Management & Permissions](https://knowledgebase.veracityvs.com/users-settings-navigation?hsLang=en#user-management-permissions) - [User Groups](https://knowledgebase.veracityvs.com/users-settings-navigation?hsLang=en#user-groups) - [FAQ](https://knowledgebase.veracityvs.com/users-settings-navigation?hsLang=en#faq) - [Directory & Product Management](https://knowledgebase.veracityvs.com/directory-product-management?hsLang=en#main-content) - [Directories & Their Products](https://knowledgebase.veracityvs.com/directory-product-management?hsLang=en#directories-their-products) - [Approval Statuses](https://knowledgebase.veracityvs.com/directory-product-management?hsLang=en#approval-statuses) - [Filters](https://knowledgebase.veracityvs.com/directory-product-management?hsLang=en#filters) - [Resources](https://knowledgebase.veracityvs.com/directory-product-management?hsLang=en#resources) - [Public Catalog](https://knowledgebase.veracityvs.com/directory-product-management?hsLang=en#public-catalog) - [Tips for Admins](https://knowledgebase.veracityvs.com/directory-product-management?hsLang=en#tips-for-admins) - [FAQ](https://knowledgebase.veracityvs.com/directory-product-management?hsLang=en#faq) - [Workflows](https://knowledgebase.veracityvs.com/workflows?hsLang=en#main-content) - [Workflow Editing](https://knowledgebase.veracityvs.com/workflows?hsLang=en#workflow-editing) - [Workflow Evaluating](https://knowledgebase.veracityvs.com/workflows?hsLang=en#workflow-evaluating) - [Admin Tips & Recommendations](https://knowledgebase.veracityvs.com/workflows?hsLang=en#admin-tips-recommendations) - [Contracts](https://knowledgebase.veracityvs.com/contracts?hsLang=en#main-content) - [Creating & Editing Contracts](https://knowledgebase.veracityvs.com/contracts?hsLang=en#creating-editing-contracts) - [Contracts Settings](https://knowledgebase.veracityvs.com/contracts?hsLang=en#contracts-settings) - [Reports](https://knowledgebase.veracityvs.com/contracts?hsLang=en#reports) - [Teacher & Staff Guides](https://knowledgebase.veracityvs.com/teacher-staff-guides?hsLang=en) [![Chill listening crop-3](https://knowledgebase.veracityvs.com/hs-fs/hubfs/veracity_verification_solutions_logo.jpg?width=50&height=50&name=veracity_verification_solutions_logo.jpg "Chill listening crop-3")](http://veracityvs.com) 709 S Jefferson St, Roanoke, VA 24106 [mailto:support@veracityvs.com](mailto:support@veracityvs.com) Copyright © 2025, Veracity