Finance & accounting

Budgets

Know where the year is going

  • Add-on module
  • Finance & accounting
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How it works

Budgets in one picture

Follow the data from what you enter to what you get back. Every step below happens inside StartERP, with nothing to retype.

What goes in

  • Budget per account
  • Month by month
  • Actuals from the ledger

What StartERP does

Budgets

  1. Compares budget and actual
  2. Works out variance
  3. Warns before overspending

What you get

  • On-track lights
  • Year to date view
  • Overspend stopped early

Why it pays off

Spend to plan, not by surprise

Start using Budgets in 3 steps

The same three steps wait for you as a checklist on the module's first screen, and most tick themselves as you do them.

  1. Step 1

    Create a budget

    Type it, paste from Excel or start from last year.

  2. Step 2

    Compare with actuals

    Month and year to date.

  3. Step 3

    Act on the warnings

    When an account goes over.

Add it when you sign up, or any time later from Subscription & billing.

Start your 15-day free trial Read the full guide
Budgets

What it does for your business

Set a budget for each revenue and expense account, month by month: type it, spread a yearly figure or paste it from Excel, or start from last year's actuals plus a percent. See every account against the ledger for the month and the year to date, with the variance and a light that shows which ones are on track, and get a warning when an expense or purchase takes its account over budget.

  1. Budget against actual, month and year to date

  2. Spread, paste from Excel or start from actuals

  3. A light on every account

  4. A warning before you go over

Step-by-step guides

Frequently asked questions

Is Budgets included in StartERP?

Budgets is an add-on module. Add it when you sign up or any time later from Subscription & billing, and pay only for the modules you use.

Can I try Budgets before I pay?

Yes. Open a demo store for your business type to use it with sample data, or start the 15-day free trial with your own data. No card is needed.

Does Budgets work in Arabic and on a phone?

Yes. Every StartERP screen works in Arabic and English, on a computer, tablet or phone, and users and devices are unlimited.

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