See what each team was given, what it spent and what is left, split into budget areas that each have an owner.
Team budgets
Open Finance. Under Team Budgets, every team shows its budget, its spending so far and a status: On Track, At Risk or Over Budget. Filter by status, or search for a team or the role that leads its budget.
One team's budget
Click a team to open its page. The top shows Total Budget, Spent YTD, Remaining and Status, next to the Budget Lead: the role that answers for this budget, such as Finance Lead.
Budget areas
Under Budget Areas, the team budget is split into parts, such as Personnel or Software. Each area shows its owner role, that role's accountability, and its own budget, spent and remaining. Because the owner is a role, the budget stays with the role when someone hands it over.
Below the areas you find a monthly chart and the team's latest transactions.
Your own figures
Like the rest of Finance, team budgets show sample figures until we set them up for you. Spending then comes from your bookkeeping, connected under Integrations.