Budgets is the plan you hold people to. A department or a project gets an envelope; invoices, expenses and payroll that post against it show the remaining. It is not a slide. It is a check the rest of Finance can see before the month is a surprise.
What you can do
- 01
Envelopes with owners
A budget is someone’s. When it is tight, you know who to talk to.
- 02
Spend from live documents
The remaining amount moves when invoices and expenses post, not when someone updates a cell.
- 03
Departments Remven already has
The floors on the home page are the same departments you budget. You are not maintaining a parallel tree.