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.
Try Budget Manager right now with examples!
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 You rely on spreadsheets that are always outdated, have no visibility into recurring costs, and only realize you have exceeded a budget after the damage is done.
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.
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
See how Budget Manager transforms your workflow with these powerful advantages
Four KPI cards showing paid, unpaid, overdue, and draft totals at a glance with date-range filtering
Automate repeating income and expenses — daily, weekly, monthly, or yearly frequencies
Compare budgets side by side with bar charts, spending patterns, and period-over-period analysis
Create budgets in USD, EUR, GBP, JPY, CAD, AUD, CHF, CNY, INR, BRL, or CZK
Set financial goals with contribution history, progress visualization, and target amounts in any supported currency
Attach receipts and documents to transactions, allocate budget across categories with spent-vs-allocated tracking
Automated alerts when budget utilization crosses configured thresholds
Share budgets with workspace members using viewer or editor permissions and export as CSV or PDF
See how different professionals use Budget Manager in their daily workflow
Track irregular income and manage cash flow across client projects
Monitor expenses, set up recurring costs, and compare budget periods
Track project budgets with category breakdowns and team sharing
Manage household budgets with goal tracking and spending analytics
Get started with Budget Manager in just a few simple steps
Set name, amount, currency, period (month, quarter, year, or custom dates), and notification thresholds
Create color-coded income and expense categories, assign them to budgets, or use auto-generated defaults
Log transactions with amounts, categories, dates, and file attachments — or set up recurring transactions
Compare budgets side by side, track goals, and share reports with your team as CSV or PDF
Integrates with Time Tracker for billable-hours tracking and Invoice Creator for revenue reconciliation — forming a complete financial management suite.
Join thousands of professionals who are already using Budget Manager to transform their workflow.