Take a free trial of Clear Books Or take a look at our new product Clear Books Micro

Project Budgets

Idea suggested by Peter Leeson 8 years ago

I would be interested in the possibility of being able to manage smaller budgets, such as budgets for specific projects rather than having all my actuals always grouped in a single budget. Are there any plans to do something along these lines?

8 Replies

Being able to enter budgets against individual projects would be a good enhancement, especially if the project reports could then report against them

Hi Peter & David,

Please see this post, I believe it gives some of the answers you are looking for.



Which post? Is there a link?

Same question, Chris: please point us to the post you are referencing

As I understand it, this allows to allocate a budget to a project, as you say. However, I have still not found a way to compare the project's budget to the project's actual expenditure and revenue. The project information entered in transactions appears to be ignored in budget reports. As a consequence, this function is not actually of much use in budget management, it is a place to enter data for information purposes only.

I see what you mean now, Peter. Thanks for expanding on this. It will help our team to understand better how they may be able to implement this in the future. As with all out ideas, the more comments and support it receives the sooner it will be considered for implementation as it will be of benefit to a greater number.



I agree with Peter - this would be a very helpful improvement to the Projects feature.

Reply to this idea

Attach images by dragging and dropping or upload

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are