The Budget Planner Add-On offers a streamlined solution to manage income and expenses with precision. Designed for businesses, teams, and individuals, it allows you to create customizable budgets, define flexible time periods, and track financial data in an organized format. With support for workspaces, user roles, and structured data storage, this Add-On ensures clear financial planning, accountability, and insightful tracking across projects or departments.

Dependency Notice: The Budget Planner Add-On is dependent on the Account Add-On. If the Account Add-On is disabled, the Budget Planner Add-On will not function. Ensure that the Account Add-On is activated to utilize the Budget Planner features.

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STRONG BRAND

Smart Budget Management

Easily create and manage budgets by naming them, assigning custom periods (monthly, quarterly, or date ranges), and organizing income and expense records. Designed for individuals and teams, this script ensures all data is linked to the right creator, with full support for timestamped tracking and role-based access. It's an ideal tool for maintaining accurate, organized financial records across various use cases.

Custom budget setup with flexible timeframes
Creator-linked entries and user-based access control
Auto-generated timestamps for full auditability

Income & Expense Tracking

Record detailed income and expense entries in a structured format for each budget. Whether it's regular revenue or operational costs, all entries are securely stored, easily retrievable, and ready for future reporting. This clarity helps users monitor trends, identify gaps, and make better financial decisions.

Add and manage multiple income/expense entries
Store data in a scalable, structured format
Enable reporting, forecasting, and insights

Team Integration

Assign budgets to specific workspaces to separate financial plans across departments or projects. Perfect for organizations managing multiple teams or business units, this feature ensures each group maintains control over its own financial strategy without overlap or confusion.

Link budgets to workspaces for clean segmentation
Support multi-departmental or multi-project planning
Improve collaboration with defined data ownership

From our system

Screenshots from our system

To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.

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WorkDo.io is a versatile SaaS and ERP Solution provider designed to help businesses streamline their operations and improve efficiency. It offers a wide range of powerful tools and modules, including project management, HRM, accounting, CRM, inventory, and workflow automation. Tailored for startups, SMEs, and growing enterprises, WorkDo.io provides customizable dashboards and an intuitive interface to manage daily business activities with ease. Its all-in-one platform allows teams to collaborate, monitor performance, and automate repetitive tasks—eliminating the need for multiple disconnected tools. With regular updates, a strong support system, and user-friendly design, WorkDo.io empowers businesses to centralize their operations, enhance productivity, and make data-driven decisions. Whether you're managing teams, finances, or customer relations, WorkDo.io offers a reliable and scalable ERP solution suited for modern business needs.

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Contact Us for Support :

You will get immediate support from our support desk. Please visit here https://support.workdo.io/

Item support includes:

Answer pre-sale questions or query
Answering technical questions about item's features
Assistance with reported bugs and issues
Help with included 3rd party assets
Free Installation services in some cases

However, item support does not include:

Customization services

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Budget Planner – Dash SaaS Add-On