Budgets
Plan expenses by category and monitor performance.
Budgets — plan expenses by category and ensure actuals don't deviate from the plan.
Where to find it
Finance module → Budgets (…/budgets).
How to use it
- Create a budget for a period (month/quarter) by categories: purchases, marketing, rent.
- Actual expenses (Bills, payments) are compared against the plan.
- Progress bars show performance; overspending is highlighted.