Budgets

Budgets are on the Pro and Enterprise plans.

The grid has one row per income, cost of goods sold and expense account, and a column for each month plus the Total. The bottom row compares budgeted and actual Net Income.

1. 1‹ 2026 › moves between years.
2. 2The period: the Full Year or a single quarter.
3. 3Collapse all folds or opens the account groups.
4. 4The budget for that account and month. Type an amount and it saves as soon as you leave the cell.
5. 5The actual amount from your books, and how much of the budget it is. It's green when income meets its budget or a cost stays within it, and red when income falls short or a cost goes over.
6. 6Fill remaining months copies this month's budget to every later month of the year and leaves earlier months alone.
7. 7The same percentage on another row: here software costs ran to 133% of their budget.

Group rows and the Total column add everything up the same way.

To compare budget and actual in a report, run Budget vs. Actuals from Reports.