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  1. Projects - Ability to add a budget that integrates with the overall budget

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    7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Carlie Risk commented  · 

    Absolutely this. I cannot believe it wasn't included as standard.

    I'm not sure what purpose of the 'overall' budget is if it doesn't include the ability to include all / select tracking options.

    You can't even delete it or rename it. It just sits there like a slug.

    I'd also LOVE LOVE LOVE to have the ability to be able to 'customise' in the way that I can stop the 'actuals' for 3 months automatically coming up in options. Due to the lack of above (ability to collate all the budgets) I spend more than double the time in there than I should as I try under board instruction to find a workaround to show the actuals next to certain job codes. It's impossible. When they share 1 tracking I can, of course, but it is sill another budget that has to be created to merge Tracking 1 under Tracking 2. Crazy, crazy.

    I heard Calaxa can do this. Can anyone confirm? It's crazy expense though - like $220 / month.

    I have clients that I turn away from using budgeting because of the lack of this feature. I am unable to provide what they need. Or the manual intervention required (which totally leads to loads more potential user error) renders the exercise too expensive with hours used each month (week - however often they change / update - fluid organisations with funding, grants, donations & fundraising, 100's of clients etc).