Budgeting & Forecasting
Display your budget information alongside actual amounts in your consolidated reports and financial presentations.
Bring budgets into your reports and presentations
Joiin automatically pulls budget data from Xero, Sage or QuickBooks to provide a consolidated budget figure. Control which budgets to include from your original data and easily switch between various budgets.
Automatically import your budgets from Xero, Sage or QuickBooks 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.
Need to create your own? No problem – produce your own budgets directly in Joiin using our CSV Import feature.
Customise how your present your budgets and forecasts, thanks to our custom reports feature.