---
title: "Contract Financials"
slug: "contract-financials-1"
updated: 2026-09-16T16:28:54Z
published: 2026-09-23T13:07:59Z
canonical: "wiki.cobblestonesoftware.com/contract-financials-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contract Financials

### **Contract Financials**

**Contract Details: Financials**

Financial detail on a contract is split between dedicated subtables (**Financials**, **Budgeting**, **Price / Cost Schedule**, Price / Cost Line Items) reachable from the Subtables tab, and a spend summary surfaced on the Linked Records tab that rolls up purchase-order activity against the contract's budget — showing purchase-order total, budget total, remaining amount, and both used and remaining as percentages.

- **Financials**, **Budgeting**, **Price / Cost Schedule**, and Price / Cost Line Items subtables hold financial line items
- Linked Records tab's **PO / Spend Against Budget** widget totals purchase orders against budget
- That widget reports amount used and amount remaining, both in dollars and as percentages

**Add a Financial Transaction for a Contract** 1. Access the **Financials** section of the **Contract Details screen** by clicking the **Subtables tab.**

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789575929470.png)

3. To add financial infor click **Add**. nter the necessary information. Click **Save** to save the transaction information. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789575993768.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789576022610.png)

  

**Import Financial Data** 1. Click **Import Data** icon on the side menu of the **Add button**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789576078956.png)

2. The **Import Data** screen displays.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789576093567.png)

3. Select the import destination from the drop down menu. 4. Click **Click to download this Template file**. 5. Choose the destination for the template. 6. The template opens in Excel. ![Template opens in Excel](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/contract-financials-image-y5m88e3h.png)

7. Enter the necessary data for each column. 8. Save the file as a **.csv** file to your computer. 9. Click **Choose File** on the **Import Data** screen in Contract Insight. Find and select the .csv file previously saved.

10. After selecting the file, the file address appears in the text box next to **Browse.** Click **Import**. The data will show below on the screen.

**Note:** A budget alert is sent automatically from your Contract Insight system once the contract's total incurred amount in the **Financials** section has reached a threshold. The system is defaulted to send the alert when the total incurred amount reaches 80% of the defined budget amount.