Budget Plan

What it is

A working budget that sets planned spending by category and tracks what you actually spend against it, flagging where you drift.

What it does

Budget Plan walks you through it, section by section:

• Budget Categories — The buckets you'll spend against, with the planned amount for each.
• Planned vs Actual — What you set aside versus what you've actually spent.
• Variance Notes — Why a category is over or under, and what you'll do about it.

Why it helps

You see overspend early — while you can still act — instead of at year-end. Add Budget Plan to your Project and start in seconds.