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Budgets

Budgets

Financial planning organised by accounting periods, built around bill tracking, payment splits, and shared responsibility.

Budgets period overview displaying total monthly figures, itemized bill list, and detail drawer
  • Period Summary Totals. Headline tracking for total budgeted amount, paid total, remaining balance, and upcoming due items.
  • Bill Management Drawer. Detailed bill drawer for managing single or recurring expenses, payee information, category tags, payment split assignees, and inline paid toggles.
  • Period Tree Sidebar. Hierarchical navigation spanning personal and shared budgets across monthly, quarterly, and annual periods.
  • Period Context Notes. Attach Markdown notes directly to budget periods to keep documentation alongside financial metrics.
  • People Tab & Live Cursors. Shared budget access management displaying team member contributions and live cursor presence.