Dashboard
Set your annual budget target, then track allocation and actual spend for the year.
Budget vs. Actual by Month
Category Allocation
Cumulative Budget vs. Actual
Credit Card Spend by Month
Biggest Variances
Next 3 Months & Priorities
Budget Builder
Add or remove categories and line items. Figures are monthly. The Prior Yr column shows last year's actuals for the same line.
Actuals Entry
Log real spend by month — including credit-card expenses. The faint figure under each cell is the plan.
Variance Analysis
Budget vs. actual vs. prior year by category. Positive variance means under plan.
Credit Card Reconciliation
Log every charge — what it was, its category, and where the money went. Kept separate from the budget. Pick a month and export a PDF to send to accounting.
Looking Ahead
Planned initiatives beyond the current budget years. Add anything you expect to fund, with a target timeframe and estimated cost.
Management Reporting
A clean, presentation-ready summary of the selected year — copy any table straight into email or a spreadsheet, or export a file.
Spreadsheet export
Excel-ready file with every line item across the year's months, plus budget, actual, variance, and prior-year measures — and your Looking Ahead initiatives.
Leadership report
Branded PDF with the logo, target vs plan, category rollup with prior-year comparison, variance detail, and planned initiatives.