Finance · Budget Management
Give every term’s spending a plan.
Set budgets for the term and watch spending land against them as expenses are logged, so the board sees where money went — and where the next allocation belongs. Budget season becomes planning, not archaeology.
Budget Management
Give every term’s spending a plan.
Set
Budgets the whole office can see.
Divide the term’s funds across transport, maintenance, feeding, office, and the rest — with owners named for each line. Everyone spends against the same sheet instead of private assumptions.
- Term budgets broken down by category
- Owners named for each budget line
- One shared sheet instead of private guesses
Track
Watch spending land against the plan.
As expenses are logged, each one counts against its budget line — remaining balances stay visible through the term. Overspending shows while choices can still change, not after the vote of thanks.
- Live balances as expenses are logged
- Overspending visible while choices can change
- Term budgets tracked in real time
Review
Spend visibility for owners and the board.
Line owners review their own spending; the board reviews the whole picture. Variances arrive with the underlying expenses attached, so questions get answered in the meeting, not after it.
- Owners review their own lines
- Board sees the whole picture at once
- Variances arrive with evidence attached
Plan
Next term planned from evidence.
When the next budget round opens, last term’s actuals sit beside the blank lines. Lines that always overshoot get honest allocations; lines that never spend get trimmed with confidence.
- Last term’s actuals beside new lines
- Chronic overspends fixed honestly
- Quiet lines trimmed with confidence
Watch it work
Budget Management, start to finish.
Workflow video coming soon
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Budget Management · Pro plan
Included in Pro — term budgets with live tracking.
Budget Management questions, answered.
Every logged expense counts against its budget line automatically, so remaining balances stay current through the term without extra bookkeeping.