Budgeting & Forecasting

Display your budget information and actual amounts in your consolidated reports and financial presentations.

Budgeting and forecasting features in Joiin

If you have more than one company, you need this app

Bring budgets into your reports and presentations

Joiin automatically pulls budget data from Xero, QuickBooks, Sage or elsewhere to provide a consolidated budget figure. Control which budgets to include from your original data and easily switch between various budgets.

Budgets and forecasts within the Joiin reporting platform

Budget reporting & forecasting, covered

Automatically import your budgets from Xero and QuickBooks Online data.

View budgets and forecasts and compare them to actual values, see variances and variance %s.

Switch between budgets to compare reports – such as seeing budget vs actual, P&L or balance sheets – all with a simple toggle button.

Available budgets shown in Joiin

Using our budget-only toggle, you have more options when selecting which budget columns you want to display, like budget value, variance amount or variance percentage.

Need to create your own? No problem – produce your budgets directly in Joiin using our budget import feature.

Customise how you present your budgets and forecasts, thanks to our custom reports feature.

Start with budgeting & forecasting today

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