Platform / Projects and budgets
A job or a property, tracked on its own.
Link transactions to a project and see money in, money out and the balance against a budget, broken out by year.
What it does
Built around how the work actually happens
Linked transactions
Any transaction can be tied to a project, whether it came from a feed or a manual entry.
Yearly budgets
Set a budget per project per year and see the balance against it as the year goes.
Payments tracked separately
Payments applied are kept apart from money out, so a project's balance is never counted twice.
Export what a project spent
A project's transactions export on their own, year by year.
PO numbers
A purchase order number on a transaction ties it back to a project even when the description alone would not.
How it works
3 steps
Create a project
A job, a property or anything else worth tracking on its own.
Link transactions
As they are classified, or after the fact in a batch.
Watch the balance
Money out, money back and payments applied, against the year's budget.
See it next to the rest of the platform.
Every capability here reads from the same ledger, so nothing needs a second export to line up.