Portfolio Desk
User guide
Accounting 5 min read

Budgeting

A budget is only useful if the comparison is live. Budgets sit against the same accounts the ledger posts to, so variance is a query rather than a reconciliation.

  1. 1

    Set the budget

    By property and account, for the year, at the granularity you actually manage to.

    Budgeting page showing budget versus actual variance
    A real screen from the running product, captured against a demo portfolio.
  2. 2

    Watch variance

    Actuals against budget as the year progresses, so an overrun is a conversation in month four rather than a discovery in month twelve.

Used alongside

Financial statements

Income statement, balance sheet, cash flow and equity, on accrual or cash basis, with an attestation pack.
Operating expenses & CAM

Track operating cost by property and reconcile common area maintenance to the lease.
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