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Categories
Expense and Budget Management
Stay organized and increase productivity.
No credit card required
Overview
Dashboard
Kanban
Reporting
Calendar 
Notifications Overview
It allows users to track and record expenses, set and manage budgets, and generate detailed reports on expenses. Additionally, it improves the efficiency and accuracy of their financial management processes.
Dashboard
- View expenses as they occur, making it easier to stay within budget.
- Provide detailed breakdowns of costs by category, vendor, and time.
- Visualize the status of expense approvals, including which expenses have been approved, denied, or are still pending.
- Customize the dashboard to show the most relevant information.
Kanban
- Prioritize expenses by moving them to different columns, such as “To be Reviewed,” “Approved,” and “Paid.”
- Filter and sort expenses by category, vendor, and time period, making it easy to find the needed information.
- Customize the view to show the most relevant information.
- View expenses assigned to various team members using different swim lanes.
Reporting
- Compare budgeted amounts with actual expenses, making it easy to identify over-budget costs.
- Export reports to Excel or PDF formats, making sharing and analyzing data easy.
- Track changes to expenses over time, making it easier to identify errors and discrepancies.
- Generate reports that comply with regulatory requirements and can be used for audits.
Calendar 
- View expenses on a calendar to see how expenses progress over time.
- Track expenses against budgeted amounts and view over-budget expense on the calendar.
- Quicky schedule upcoming payments and view past payments
- View the status of expense approvals on the calendar, making it easy to see which expenses have been approved, denied, or are still pending.
Notifications
- Send notifications when expenses exceed budgeted amounts, allowing to take corrective action.
- Send notifications when expenses require approval, ensuring payments are reviewed and processed on time.
- Send messages when a specific budgeted amount is low, providing time to adjust spending.
- Send alerts to remind users to submit their expenses regularly.
Benefits and use cases of expense and budget management application:
Improved expense tracking:
Easily track and record expenses, making it easier to manage finances.
Better budget management:
Stay within budget by tracking real-time expenses against budgets.
Increased transparency:
Set your own financial categories and rules
Compliance and regulatory management:
Generate detailed reports on expenses to see where the money was spent.
Security and compliance:
Facilitates data encryption to protect sensitive financial information.