Budget Manager
Complete budget management with 8 tabs, analytics, and recurring transactions
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.
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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 You rely on spreadsheets that are always outdated, have no visibility into recurring costs, and only realize you have exceeded a budget after the damage is done.
- Outdated spreadsheets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
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
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
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
How it works
How Budget Manager works, in a few simple steps
- 01
Create Budgets
Set name, amount, currency, period (month, quarter, year, or custom dates), and notification thresholds
- 02
Organize Categories
Create color-coded income and expense categories, assign them to budgets, or use auto-generated defaults
- 03
Track Everything
Log transactions with amounts, categories, dates, and file attachments — or set up recurring transactions
- 04
Analyze & Share
Compare budgets side by side, track goals, and share reports with your team as CSV or PDF
Integrations & Compatibility
Seamless Integration
Integrates with Time Tracker for billable-hours tracking and Invoice Creator for revenue reconciliation — forming a complete financial management suite.
Want the platform for your team?
Tell us who would use it and for what. We'll suggest a setup and a price.
Prefer email? vit.bilinec@moduvo.app