Total Entries
42
28 accepted, 10 proposed
Total Budget
$2,450,000
For 2025
Revenue
$1,800,000
Credit entries
Expenses
$650,000
Debit entries

Budget Verticals

Shortcode Name Owner Status
ITMS IT Managed Services Joseph Marks Active
PDEV Product Development James Funk Active
STFF Staffing Adam Russek Active
OVHD Overhead Ben Snyder Active

Quick Actions

Budgeting

Manage budget categories, entries, and view generated monthly rollups.

Forecasting

Growth projections and scenario analysis for revenue and expenses.

Reconciliation

Revenue Tracker vs QuickBooks Online comparison and matching.

Reports

P&L statements, Balance Sheets, and Cash Flow reports.