Create Budgets plans and reports for the real and for the plan..
On financial we need to plan the budgets eased on periods ( day, month or years), that help a lot to compare the budget plan for a different periods.
Arminstrong
shared this idea
Hey,
The Budgeting feature is live now. You can plan for the upcoming financial periods by creating budgets and evaluate your business performance.
To know more about this feature, check out our:
Blog: https://www.zoho.com/financeplus/blog/budgets-in-zoho-books.html
Help Document: https://www.zoho.com/books/help/accountant/budgets.html
If you need any further assistance feel free to reach out to us at support@zohobooks.com.
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Emilio Garcia Vazquez
commented
The only feature that I really miss from Quickbooks! Before I was able to share my financial data with LivePlan to manage budget, but they do not work with Zoho and Zoho do not offer a Budget option. This is a must!!
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Anonymous
commented
budgeting is part of business 101
it is an absolute must to upgrade the software with this. -
Julio Catalan
commented
This is totally necessary, the budget is crucial when a business is growing. Actually, i have used Books only since January and now i really needed. (sorry my bad english)
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Anonymous
commented
I am currently using a spreadsheet for budgeting and it takes up a lot of time and can create confusion. This is my only regret for not looking into better financial software when we first started the business. Books has been doing well and I have been happy with it, however, as the business is growing, I am seriously considering assessing other accounting software like Xero which may prove to be more dynamic and scalable. Not having budgeting is pretty farcical...not even suggesting a partner app as a stop gap is pretty bad too.
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Payson Johnston
commented
It would be awesome to see this feature added...is it on the roadmap?