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.

FAQs regarding budgeting & forecasting

How does Joiin simplify the budgeting process for my business?

With our user-friendly interfaces and customisable templates, Joiin makes creating, modifying, and tracking budgets for your business easy and efficient.

Can Joiin help me forecast future financial outcomes for my business?

By analysing historical data, identifying trends, and utilising customisable forecasting tools, you can make informed predictions for strategic decision-making and planning.

How can I use Joiin to manage budgets during changing business circumstances?

Whether unexpected expenses, revenue fluctuations, or market shifts, Joiin’s adaptive features enable businesses to quickly modify budgets for more accurate financial planning in a fast-changing environment.

Can Joiin help me compare actual financial performance against my budgeted figures?

With detailed variance analysis and visual representations of budget versus actuals, you can quickly identify areas of success or concern.

How does Joiin ensure data accuracy and synchronisation in the budgeting process?

Joiin syncs with your Xero, Sage, and QuickBooks accounting platforms, so any changes are immediately reflected in Joiin and vice versa. This reduces the risk of errors and ensures that your budget data is always up-to-date.

Start with budgeting & forecasting today

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