13 Mar 2024: Budget Spend Reports

Latest updates to Budgetly product

Budgets: Spend Reports

See how much has been spent in your budgets at a glance.

Our new detailed spend reports provide more insight as to how your budgets are tracking for the time period (weekly, monthly, etc).

After going into a budget, you will first see an overview containing:

  • Graphs detailing budget amount, period spend and closing balance
  • Detailed written breakdown of budgets, top ups/reductions, spend, balance and status (downloadable as CSV)

spend-report-chart-pendo

This will allow you to identify trends and patterns in your spend over time, enabling you to proactively manage your budgets.