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Recommendations for simple cloud-based budget software

Mary Cowan's Profile

I have demoed everything from Budget Maestro, Plan Guru, Adaptive Learning - but haven't been able to find exactly what I am looking for...A SUPER simple cloud-based budget software that allows managers to budget based off actuals. Most managers will only be budgeting for only 5-8 accounts, and the main driver will be personnel numbers. Anyone have a recommendation?


Topic Expert
Keith Perry
Title: Director of Global Accounting
Company: Agrinos, Inc.
(Director of Global Accounting, Agrinos, Inc.) |

Try Xero. Super simple. Do it in Excel and upload, or just type the numbers in.

rowan grant
Title: Big Dog
Company: Gigovate
LinkedIn Profile
(Big Dog, Gigovate) |

I second Xero. Very simple and good for actual comparatives. It allows you to create multiple variations for different scenarios.

Jim Torpey
Title: VP of Sales & Biz Dev.
Company: InsynQ
(VP of Sales & Biz Dev., InsynQ) |

Looks like you've reviewed the more common ones. My recommendation is to see about getting one that integrates with your accounting software so you don't need to update data all the time. If you are using a hosted version of QuickBooks or QuickBooks online, there are add-ons or widgets that may help you do this in the cloud. Or, if you don't mind having the data separated from accounting software there are options like or Some of these are designed with personal finance in mind, but I have found that these personal finance apps get the job done. Simply rename the "Monthly Gas Expense" line "Monthly Advertising Expenses".

Mary Cowan
Title: Accounts Payable
Company: HasOffers
(Accounts Payable, HasOffers) |

We already use Quickbooks for out accounting software and are hoping to use just a budget software that is compatible with QB.

Jim Torpey
Title: VP of Sales & Biz Dev.
Company: InsynQ
(VP of Sales & Biz Dev., InsynQ) |

Hey Mary,
If members of your team need to budget based of actuals, and don't necessarily need all the details, I wonder if what you are looking for is more along the lines of a dashboard/tracking tool. ProfitSee, Qvinci, Clearify, BodeTree are some of the popular ones that I have recommended to people in the past. You might take a look at their demos or videos to see if they have what you are looking for.

Tim Jackson
Title: Accounting Supervisor
Company: IHOPKC
(Accounting Supervisor, IHOPKC) |

Have you looked into BudgetPak? They offer a "turbo-tax like interface" that helps the end user walk through the process step by step.

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