Finance
Budget Planner
Allocate the money, then see what actually happened to it.
Budget Planner lets you run several budgets across defined periods of the year — operational, capital and cash flow — allocating specific amounts to accounts in your chart of accounts. Spending is tracked automatically by syncing with journal entries, so allocated, spent and remaining funds are current, and variance analysis says plainly whether you are under or over.
Inside Budget Planner
What you get when you switch it on.
Multiple budgets and periods
Run more than one budget at a time across defined periods throughout the year, so a quarterly plan and an annual one do not have to be the same document.
Budget types
Operational, capital and cash flow budgets are supported, which means day-to-day spending, investment and liquidity can each be planned in their own terms.
Fund allocation
Assign specific amounts to different accounts from the chart of accounts, so a budget is a set of commitments against real ledger accounts rather than a single total.
Draft-to-approval workflow
Budgets move from draft through approval, so figures are authorised before they become the plan everyone is measured against.
Spend synchronisation
Spending is tracked automatically by syncing with journal entries, so current expenses are compared against planned amounts without anyone keying in actuals.
Variance analysis
See allocated, spent and remaining funds per account, with variance analysis telling you where you are under or over budget.
Date filtering
Filter by date to spot trends and potential budget problems early, while there is still room to do something about them.
Accountability
Budget activities are tracked against the users who performed them, and date range validation prevents the inconsistencies that make a budget untrustworthy.
Inside the screens
What Budget Planner looks like day to day.
Placeholder imageWhere it earns its place
What teams switch Budget Planner on for.
01
Departmental operating budgets
Each department's allocation sits against real accounts, and spending flows in from journal entries rather than being reported upward once a month.
02
Capital spending control
Capital budgets are planned separately from day-to-day operations, with approval before the figures become commitments.
03
Catching overspend early
Variance analysis and date filtering surface a budget going off course while the period is still running, not at the end of it.
Features
Everything in Budget Planner.
- Multiple budgets with defined periods
- Operational, capital and cash flow budget types
- Fund allocation across chart of accounts entries
- Specific amount assignment per account
- Draft-to-approval workflow
- Approval for proper authorisation
- Automatic spend tracking synced from journal entries
- Real-time comparison of expenses against plan
- Allocated, spent and remaining fund visibility
- Under and over budget variance analysis
- Date filtering to spot trends early
- Date range validation and user activity tracking
How add-ons work
Budget Planner is not a separate app.
It runs inside GetBizApps Suite, on the same data, behind the same login.
01
Switch it on
Enable the add-on from your workspace. It appears alongside everything else already running — no separate install, no second login.
02
It shares your data
The add-on reads and writes the same customers, staff and records as the rest of the Suite, so nothing has to be re-keyed or synced.
03
Your roles still apply
Existing permissions carry across. Decide which teams see the add-on, and what they are allowed to do inside it.
04
Your price adjusts
It joins your subscription as one more enabled add-on, and comes off again if you turn it back off.
See what Budget Planner costs alongside the rest of your setup.
Build your priceWhat teams say
Budget Planner, in their words.
GetBizApps has brought more structure to our finance routine. Accounting and Budget Planner help us review departmental spending without rebuilding the same spreadsheets for every meeting.
Where it is used
Often switched on together
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Budget Planner questions.
What people ask before switching this one on.
Operational, capital and cash flow budgets are supported, and multiple budgets can be maintained at once across defined periods throughout the year. That means planning for running costs, for investment and for liquidity does not have to be forced into one structure.
Spending is tracked automatically by syncing with journal entries, so actual expenses are compared against planned amounts in real time. Allocated, spent and remaining funds are visible per account without anyone entering actuals a second time.
Budgets follow a draft-to-approval workflow, so figures are reviewed and authorised before they become the plan. Budget activities are tracked against the users who carried them out, and date range validation prevents overlapping or inconsistent periods.
Budget Planner allocates funds across accounts for a defined period and then measures spending against that allocation, reporting variance where you are under or over. Financial Goal works the other way: it tracks contributions building towards a target amount, such as a saving or a debt being cleared, with milestones and an estimated completion date. Budgets constrain spending; goals accumulate towards a number.
Yes. It works only when the Accounting add-on is enabled, because budgets are allocated against the chart of accounts and spending is synchronised from journal entries in the accounting system.
Budget Planner is a GetBizApps Suite add-on for creating and monitoring budgets. It supports multiple budgets across defined periods of the year, covering operational, capital and cash flow budgets, allocates specific amounts to accounts in the chart of accounts, and tracks spending automatically by syncing with journal entries so that allocated, spent and remaining funds plus under or over variance are visible in real time. It is available at https://getbizapps.com/addons/budget-planner.
Budget Planner is billed as one of the add-ons in your GetBizApps Suite subscription. Your total is built from the add-ons you switch on, your number of users and the duration you commit to, in USD or INR. You can model it on the pricing page at https://getbizapps.com/pricing.
Budget Planner runs inside GetBizApps Suite, so you need the Suite itself. There is no separate installation or login — enable the add-on and it appears alongside everything else you are already running, on the same data and the same permissions.
Yes. Add-ons can be switched on and off as your needs change, and your subscription adjusts to match what is currently enabled.
See Budget Planner on your own data.
Book a walkthrough and we will show you this add-on in context, alongside the others your business would actually use.