StarterFinanceNew
Budget Planner
Create budgets in your local currency, plan spending by category, record actual spends with GST, VAT, IVA or sales tax, and see what is left.
What it's for
Plan and track budgets.
Key features
- Multiple budgets
- Local currency
- Category planning
- Planned vs actual
- Tax included in spends
- Over-budget alerts
How teams use it
Real situations where this application saves time from day one.
- 1
Quarterly team budget
Split the budget by category and watch planned against actual.
- 2
Event budgets
Plan an annual day or offsite and get warned before you overspend.
- 3
Office running costs
Track rent, software and supplies with tax included.
In simple words
Budget Planner helps you decide how much money to spend on what — and then check that you stay within it. Create a budget for a department, an event or a month, split it into categories, record what you actually spend, and see what is left.
How it works
- 1
Create a budget
Give it a name, a period and a total amount.
- 2
Plan categories
Split the amount into categories like travel, food or software.
- 3
Record spending
Add each expense as it happens.
- 4
Track what's left
See planned vs actual and get warned before you overspend.
Who it's for
- Founders and business owners
- Department heads managing team budgets
- HR teams planning events and engagement
- Admin teams managing office costs
What you get
- No surprise overspending
- Clear view of where money goes
- Better planning for the next period
- Easy to share with leadership
Common questions
Is this connected to Expense Management?
Budgets are planned here. You can record actual spends manually, including approved expense claims.
Can I have many budgets?
Yes. Create as many as you need — for teams, events, projects or months.
Works well with
Payroll CalculatorStarterRun monthly payroll for India, the United States, the United Kingdom, Canada, the UAE and Spain: pro-rated pay, overtime, bonus, each country’s tax and social security, employer contributions, CSV export and saved payroll runs. Salary CalculatorStarterTurn a CTC or gross salary into take-home pay using the tax and social-security rules of India, the United States, the United Kingdom, Canada, the UAE and Spain — with employer cost and side-by-side offer comparison. Expense ManagementStarterEmployees submit claims with receipts in the local currency, the tax on each receipt (GST, VAT, IVA or sales tax) is split out, approvers see them the same day, and finance exports everything in one file.