We are doing a couple of similar things. First, on the expenses tab, it would be easy to add a custom calculated field to the view that would provide the "balance remaining". Second, use a report to do the same thing: The text mode code for the variance field in this pic is: valueexpression=SUB({plannedCost},{actualCost}) Lastly, you can use a custom form to collect financial data and manipulate those fields the same as you would native Workfront expense fields. In this pic of a Task View, the first 5 fields are coming from a custom form, the last field, the balance, is being calculated in the View with this text mode: valueexpression=SUB({DE:CIS Discretionary Training Budget},{DE:CIS Discretionary Training Expense Spend}) The total spend is being calculated in the custom form with this text mode: SUM(CIS Discretionary Training Expense 1,CIS Discretionary Training Expense 2,CIS Discretionary Training Expense 3) Lots of options. Hope this helps! Alison Wells Community Medical Centers