Budget report?

HanahHanah Member Posts: 1

How do I generate a budget through Wave?

edited August 31, 2018 in Accounting Feature Ideas


  • AlexiaAlexia Member Posts: 3,314 ✭✭✭✭

    Hi @Hanah. There's no budgeting feature within Wave. You'll have to keep track of your budget using other means.

  • CorCor Member Posts: 7

    What is the reasoning for this decision? Budgeting is such an essential accounting tool important to all organizations and businesses. If there was a Google Sheets integration to dump the chart of accounts and total transactions for a given time period into a spreadsheet, at least we could then easily type in the budget numbers and a variance calculation without having to create it by hand.

    However, implementing this feature in Wave seems like it should be easy. You already have a "Chart of Accounts" tool, so within that page or a new Budget page, we are simply asking to define the fiscal year dates and the amount planned to spend for each account. That's a simple bit of data added to a column of an existing table, from which you can now create a "Budget Variance" report. This would do so much for everyone!

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