Budget Overview

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

Total Entries
42
28 accepted, 10 proposed
Total Budget
$2,450,000
Revenue
$1,800,000
Expenses
$650,000

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

Manage Categories

Create and edit budget categories that link verticals to ledger accounts.

Budget Entries

Add and approve budget line items with date ranges and amounts.

Generated Rollups

View automatically generated monthly budget breakdowns.