Platform module

Budget Manager

Complete budget management with 8 tabs, analytics, and recurring transactions

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Budget Manager
Basic

Create multiple budgets with custom periods, track income and expenses across categories, set up recurring transactions, compare budgets side by side, and track financial goals — with 11-currency support, CSV/PDF export, file attachments, and budget sharing.

See it in action
Budget Manager

See it in action

Try Budget Manager right now with examples!

The Problem

Money comes and goes without clear tracking. You rely on spreadsheets that are always outdated, have no visibility into recurring costs, and only realize you have exceeded a budget after the damage is done.

  • Outdated spreadsheets
  • No recurring tracking
  • Budget overruns

The Solution

Eight dedicated tabs cover every aspect of financial management: Overview dashboard with KPI cards, Transactions ledger with search and attachment uploads, Budgets manager for creating and organizing budgets, Categories with color-coded income and expense types, Allocations for distributing budget across categories, Recurring Transactions with daily, weekly, monthly, or yearly frequencies, Compare view for side-by-side budget analysis, and Goals for tracking financial targets with contribution history.

  • 8 dedicated tabs
  • 11 currencies
  • Goal tracking
Budget Manager

What's included

Everything you get with Budget Manager

  • 8 tabs: Overview, Transactions, Budgets, Categories, Allocations, Recurring, Compare, Goals
  • 11 currencies: USD, EUR, GBP, JPY, CAD, AUD, CHF, CNY, INR, BRL, CZK
  • Recurring transactions: daily, weekly, monthly, yearly frequencies
  • Budget sharing with viewer and editor permission levels
  • Goal tracking with contribution history and progress visualization
  • Budget comparison view with bar charts and period analysis
  • File attachments on transactions — receipts, documents, invoices
  • Export to CSV and PDF for reporting
  • Budget period types: month, quarter, year, or custom date range
Budget Manager

Key benefits

See how Budget Manager transforms your workflow with these powerful advantages

  • Overview Dashboard

    Four KPI cards showing paid, unpaid, overdue, and draft totals at a glance with date-range filtering

  • Recurring Transactions

    Automate repeating income and expenses — daily, weekly, monthly, or yearly frequencies

  • Budget Comparison

    Compare budgets side by side with bar charts, spending patterns, and period-over-period analysis

  • 11-Currency Support

    Create budgets in USD, EUR, GBP, JPY, CAD, AUD, CHF, CNY, INR, BRL, or CZK

  • Goal Tracking

    Set financial goals with contribution history, progress visualization, and target amounts in any supported currency

  • Attachments & Allocations

    Attach receipts and documents to transactions, allocate budget across categories with spent-vs-allocated tracking

  • Smart Notifications

    Automated alerts when budget utilization crosses configured thresholds

  • Budget Sharing

    Share budgets with workspace members using viewer or editor permissions and export as CSV or PDF

Budget Manager

Who is this for

See how different professionals use Budget Manager in their daily workflow

  • Freelancers

    Track irregular income and manage cash flow across client projects

  • Small Business Owners

    Monitor expenses, set up recurring costs, and compare budget periods

  • Project Managers

    Track project budgets with category breakdowns and team sharing

  • Personal Finance

    Manage household budgets with goal tracking and spending analytics

Budget Manager

How it works

How Budget Manager works, in a few simple steps

  1. 01

    Create Budgets

    Set name, amount, currency, period (month, quarter, year, or custom dates), and notification thresholds

  2. 02

    Organize Categories

    Create color-coded income and expense categories, assign them to budgets, or use auto-generated defaults

  3. 03

    Track Everything

    Log transactions with amounts, categories, dates, and file attachments — or set up recurring transactions

  4. 04

    Analyze & Share

    Compare budgets side by side, track goals, and share reports with your team as CSV or PDF

Budget Manager

Integrations & Compatibility

Seamless Integration

Integrates with Time Tracker for billable-hours tracking and Invoice Creator for revenue reconciliation — forming a complete financial management suite.

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Domluvit konzultaci(otevře se v novém panelu)

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