Simplify Suite

Budget

Comprehensive financial forecasting & transaction management

The Budget page provides a comprehensive financial forecasting and transaction management tool. It combines an interactive ledger with visual charts to track income, expenses, and projected balances over time.

Budget screenshot

This module enables you to effectively manage your budget by combining historical transaction insights with forward-looking financial planning. It provides a clear, day-to-day overview of your financial position, helping you stay in control of your cash flow.

With interactive graphs, you can simulate different scenarios — such as projects moving forward or being delayed — and immediately see their impact on your finances. The module also visualizes your runway, allowing you to anticipate potential budget shortfalls well in advance.

Additionally, the ledger can be directly connected to your bank (Tier 3), enabling you to easily categorize new transactions using predefined budget records for a streamlined and efficient workflow.

1

Core Features

Starting Balance & Capital Injection

Set an initial balance and record capital injections to anchor projections.

Transaction Management

Full CRUD for financial transactions with repeating frequencies, probability-based entries, categories, types, account classification, and inline description editing.

Interactive Charts

Charts-powered visualizations including balance line chart with cash flow overlay, straight loan tracking, date-range zoom, and fullscreen toggle.

Scenarios

Create, load, and delete budget scenarios that store per-transaction active/probability states for side-by-side "what if" analysis.

Templates

Save and load transaction presets for commonly used entries.

2

Integrations & Operations

Import & Export

CSV import and XLSX export for bulk data operations.

Bank Integration

Connect to your banking API to refresh and sync bank accounts, link real bank transactions to budget entries, and suggest automatic matches.

Bulk Operations

Select multiple transactions for bulk delete or toggle active state.

Filters

Search, category, type, and account filters on the ledger.

Ready to simplify your workflow?

Budget is just one of many tools in the Simplify Suite. See how they all work together.

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