Budget against actuals, month by month
Tax & Compliance · Budget vs actuals
Plan the year, then see how reality compares. Set targets by month and category, start from last year's figures if you want a head start, and check actual results against the plan as bank lines come in.
What you can do
- Create a budget for any financial year that does not have one yet
- Start empty, or pre-fill from last year's figures with 5% growth
- Auto-suggest a fresh set of lines for an existing budget
- Add individual lines by month, category, type and amount
- Compare targets with actual income and spending
Who it's for
Available to business accounts. Sole traders · Limited companies · Accountants & bookkeepers
Included in your plan
Every plan includes every feature for its business type, so Budget is part of your plan. See pricing.