Every Budgetwhizz® feature and the job it does for you
Here is what each one does on screen, and why it matters when a trustee or a funder asks a question. The monthly and yearly plans include the same features.
Put your figures in once
Your budget already exists somewhere, in a spreadsheet or a funding application. Type it in, or upload it from a spreadsheet, and go from there.
Quick data entry and editing
Type income and costs into the budget. When a grant is confirmed at a different amount, change the figure and the forecast and reports update with it.
Bulk upload
Upload a whole year from a spreadsheet in one step, so you are not typing figures in one by one.
Easily see the year ahead
Grant money arrives in a few big payments. Bills come every month. The timeline shows the gap before it catches you out.
Financial timeline
Your income and costs sit on a timeline running up to 10 years ahead. It shows where cash runs short, in time to act. Change a figure and it updates.
Expenditure calculations
The cost side of the budget is added up for you. Change one line and the totals correct themselves, so you are not checking the arithmetic.
Financial calculators
Built-in calculators work out the figures you need while you build the budget, so you are not switching to a spreadsheet to do a sum.
See where you stand
Trustees want to know the year is on track. Funders want a report they can read. Easily pull this information from Budgetwhizz®.
Financial dashboard
Your figures at a glance, on one screen, so « how are we doing? » has an answer before the meeting starts.
Budget report and graphical reporting
Your budget as a report, with graphs. It uses the same figures as your forecast, so the two always match.
Profit and loss report
Income against costs, so you can see whether the year ends in surplus or deficit, and where that comes from.
Export to PDF and Excel
PDF for the board pack and the funder. Excel for the treasurer who wants to check the workings.
Keep the reasoning, and get help when you're stuck
Months later, it is hard to remember why a figure is what it is. Some questions need a person to answer.
Sticky notes
Leave a note on any figure as you go, such as why the venue costs more this year. Next year, the reason is still there.
Knowledge base
Written answers to the questions that come up while you work, there when you need them.
Live chat and email support
Stuck on something? Send us a message and get an answer.
Every feature above is in both plans. Monthly or yearly, nothing is held back.
Try Budgetwhizz® with your own figures
Start the free 7-day trial and put this year’s budget in. Then decide, with the software in front of you.