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What needs your attention, and where to go next.
Dashboard
Budget vs actuals per month
BudgetActualActual over budget
Breakdown
Overrun & underspend hotspots
Year on year
Budget lines
Every planned IT cost for the year.
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Register
Budget versionsA version is a frozen photograph of the budget figures. Actuals are never versioned. Save an Approved version when the budget is signed off (it becomes the year's baseline); save Latest estimate versions during the year. Viewing a version is read-only; restoring is an explicit, guarded rollback.
Baseline vs current estimate vs actuals
Compare any two versions
Copy budget to next yearInstantiate the next fiscal year: non-contract lines are copied (amounts verbatim, New flips to Existing), contract-linked lines are regenerated from each contract's phasing for the target year, and existing target-year lines are merged, never duplicated and never deleted. Contracts ending before the target year are flagged, not carried. The copy changes the working budget only. Save an Approved version afterwards to set the new year's baseline.
Actuals
What has really been spent, per line.
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Lines
Monthly actualsKeyboard
↑↓←→ move · Enter save + down · Esc revert · Ctrl/⌘ V paste a row of 12 from Excel
Cell shading
saving
save failed → retry
locked period · click the lock in a month header to toggle
Postings
2postings behind the cell · click to drill down · click the line name to edit its postings
Contracts
Every agreement behind your spend and when you can act on it.
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RegisterA contract is a header plus items. Totals derive bottom-up and are never stored. Click a row to see its line items; the pencil () button on the row opens the full editor. Sorting is view-only: S.contracts is never reordered.
Portfolio
Spend grouped by initiative.
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Projects
People
The establishment: budgeted positions and what each one costs this year. A position's FY cost is entered, not derived: you type the fully-loaded figure Finance already carries.The months are spread across the period the position is staffed. Positions roll into a budget line the same two ways a contract does: project into landing, or apply into the plan with per-position attribution.
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Positions
Org chart
Teams
Persistent product teams and what each may spend.
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Teams
Allocation keys
A key is a named rule for splitting shared spend across teams.Point a budget line or contract at a key instead of a single team, and its money is divided per month by the rule. It is never stored divided. Revisions are effective-dated: change a key from July and July onward changes, while closed months stay exactly as reported.
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Keys
Vendors
The parties behind your spend.
The parties behind your spendVendors are the parties behind your spend. Each can play two roles on a contract or line: the contract partner (who you pay, and maps to your ERP creditor) and the solution provider (whose technology it is). Add contacts and an optional Vendor ID to link to ERP data later.
Admin
Custom fieldsOptional custom fields (4): rename, show/hide, and define the option list per field. Hidden fields disappear from budget entry and the overview.
Users & roles
Workspace
Identity
Shown in the sidebar, breadcrumb and page title.
One currency per workspace. Changing it re-labels every amount. It does not convert them, and there is no exchange rate in this version. Mixed-currency budgets are a later feature.
Display
Applies to every displayed amount. Entry accepts both styles.
Toggle per-month locks from Actuals › Period locks.
Budget targets
The FY target the live tracker on the Budget lines page measures the working budget against. Set per legal entity: an absolute amount, or a reduction versus that entity's prior-year budget. Entities left without a target count at their own working budget.
Dashboard
Use ▲▼ to set the left-to-right order of the dashboard tabs.
Drives the “vendors above threshold” KPI on the Vendors tab. Enter a whole amount in your display currency.
Accounting
Which of the two views the workspace starts in. This is a view setting, separate from the accrual treatment beside it, which decides how contract cost is spread within the Accrued view.
Accrual is an internal finance decision: do we spread contract cost over the period it covers, yes or no. The invoicing interval only sets how far each amount spreads (monthly: no change · quarterly: 3 months · annual: 12). Individual contracts can override this default. Shown in the Accrued view only; invoice-basis figures never change.
Notifications
Alerts fire this many months before each contract's notice date (not its end date).
Where your data lives
This workspace is a single file running in your browser. Your budget is stored in this browser’s local storage on this machine. It is never uploaded, and nothing leaves the device unless you export it.
No server, no account, no upload.
Clearing your browser data deletes this workspace. Export a workbook regularly. That file is the backup, and it restores everything including teams, allocation keys and users.
StorageAutosaves to this browser. Export a copy whenever you want one you keep: Workspace settings › Export a backup now; that file restores everything, including teams, allocation keys and users.
Browser storage