We have been working on the Budget tool to make it bigger and better! You can get your hands on the shiny new Budget tool in Labs. Navigate the More drop down list in the top left hand corner of your Clear Books account and select Labs.

Take a sneak peak of the new Budget tool in Clear Books:

Features include:

Tutorial to get you started
Explain your budget down to the entity level
Create a template system
Compare budget with your actual profit and loss data
Export budget to CSV and PDF
Importing your budget from a CSV file will be coming soon!

Please be aware that the new Budget tool is still in Beta. This means that if you come across any quirks make sure you report them to us by selecting the Need Help? link in the top right of your Clear Books account.

Happy budgeting!

David Eaton

Posted by David Eaton

David is a Chartered Accountant and Director of SME Strategies (smestrategies.co.uk) which offers tailored support to ambitious SMEs and gives mentoring to owner managers.

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