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The Budgets module was developed to meet the specific needs of a complex, multi-branch operation, but can be used effectively for organizations of all sizes. This module includes the ability to define multiple budget workbooks for maintaining and comparing an unlimited number of what-if scenarios, screens to update budgets, and full reporting. Reports allow  numerous options for filtering, ordering and subtotaling by branch and other global criteria.

Budgets module features include:

  • Security to the branch/department level
  • Workbook tools allow "what if" scenarios without affecting the budget
  • Integration with General Ledger module
  • General Ledger account formula calculation option
  • User selection of multiple years to appear on screen
  • Customizable reporting options, including:
    • Monthly Detail
    • Yearly Summary
    • Comparative Summaries


Budget Tool screen example

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