Compare budget lines
Spent amounts, remaining allocations and overspends are visible for each budget category.
Budgets
Plan income and spending, then compare them with actuals
Planned and actual figures throughout the year
A budget sets planned income and spending by category and period. Actual business activity provides the comparison, with differences visible on each line. The structure can reflect your departments, projects or cost categories.
Understand where actual results differ from the plan
Actual income and spending appear alongside their targets. Category totals and underlying figures help explain where a difference comes from and what changed.
Spending above budget
Compare actual spending with the planned amount and see the difference.
Spending by category
Category totals show how spending is distributed during the selected period.
Compare income with the plan
Follow actual monthly income alongside the amounts included in your budget.
Ask about a budget difference
Use the assistant to explain a variance from the underlying figures.
Review the current budget and prepare the next one
Spending over time shows how each allocation is being used. Preparation tasks, deadlines and outstanding decisions provide a shared view of the next budget review.
Spending through the year
Compare cumulative spending with the pace planned in the annual budget.
Assign budget preparation
Give the next budget an owner and a deadline for preparation.
Keep the review deadline visible
See the time remaining before the next budget review is due.
Track outstanding budget decisions
See which lines are agreed and which still need input or review.
Compare plans with recorded activity
Use the same business figures to review your budget, update forecasts and investigate differences.
How teams follow their budgets
Compare the plan with actual activity and organize the next decisions.
Keep plans and actual results easy to compare
Follow budget lines, explain differences, and prepare the next review.
Questions and answers
Yes. Organize the budget around your income, cost categories, departments, or projects. Set the periods and fields that reflect how you plan.
Explore a budget for your business
Bring a budget example to a 30-minute demo. Compare planned and actual amounts and organize your review process.
