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

- 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.