Template · works for any team

Budget vs actual

A monthly budget per category, and what's left worked out as you spend.

Customize this Open the live demo · No signup

Free to try with sample data. Sign in with your email and it's added to your workspace, ready to change. Matrixcape Build is in private beta.

The work it's for

Finding out you overspent when the accountant closes the month is too late. Set a budget per category each month, book every expense against its line, and the spent amount, what's left, % used and the variance are worked out as money goes out. The budget owner hears about big expenses, gets a check-in on the 20th, and is told when a month closes over budget.

Know how much is left in each category this month
Catch overspending before the month ends
See which categories run over month after month
Get every expense booked to a budget line

Try it. It's working software.

The real app with sample data, shown for a design agency. Switch roles (Owner, Budget owner, Staff) to see what each person sees. Nothing you do here is saved.

Open full screen

What it does today

Only what the app does right now. It works in any phone's browser, and every version is saved.

Calculated fields
Validation rules
Approval workflow
Required comments on decisions
Email notifications
Scheduled automations
Dashboard with metrics and charts
Board view
Cards view
Role-based permissions
Change history on every record
CSV import and export

Make it yours.

Every template starts clean. After you customize it, change the look in Design or just ask: your colors and logo, fonts, corners, how compact it is, a board or a calendar, light or dark.

Clean
How every template starts.
Your brand
Your colors, a serif, rounder corners.
Dark
Easy on the eyes, compact.

Change how it works, not just how it looks.

The steps, who approves what, the rules, the reminders and the emails it sends are yours to change. Say it the way you'd tell someone on your team. You see each change before your team does, and your team keeps using the live version until you publish.

Changes you can ask for

“Make every expense over $500 wait for the budget owner's approval before it counts.”
“Add a yearly total per category with budget, spent and variance.”
“Only let staff see the expenses they entered themselves.”
“Make it dark and minimal.”
“Show all budget lines as a table.”

One app in your Matrixcape workspace, not a separate subscription.

Start with one problem. Build the rest when you need it: every app you add lives in the same workspace, with one sign-in for your team. The same app works for a church, a youth sports league, a family-run restaurant too.

Customize this

Customize this uses no build credits.

Related templates

Every template