Budget configuration

To configure a budget, start by clicking on the Budget item in the main menu. In the top-right corner of the view, you will see the Add button, which provides two options: Add a Budget or Add a Budget group.

If you select the Budget Group option, a modal will appear where you can enter the name of the budget group. Once saved, the new budget group will appear in the main budget view, listed after all not grouped budgets.

After creating a budget group, you can add budgets to it in two ways:

Create a new budget within the group: Click the Add new budget button located near the budget group. A modal will open, allowing you to configure the new budget.
Attach an existing budget to the group: Open the specific budget by clicking on its tile, then select Edit budget in the top-right corner of the page. In the modal that appears, choose the desired budget group from the dropdown menu and save the changes.
Additionally, you can rename a budget group or delete it entirely by using the corresponding buttons provided in the interface.

If you select Budget option after the Add button is clicked, the modal will open with following fields:

Name;
Budget category [optional];
Budget type: Common (all participants use one common budget pool), Individual (each participant has his own budget pool, which he uses independently).

After "Save" button is clicked, you will be redirected to this budget page.
For Common budget type 2 tabs are present: Budget Summary and Costs.
The Budget Summary tab is divided into two sections: a chart and a detailed list of costs with a circle diagram, that will visually represent all costs, showing the total amount used within the budget. Within this view, you can plan and manage your budget by clicking the dedicated "Plan your budget" button.

Budget Planning

Budget planning in Flowtly is monthly and open-ended. You choose a year, pick a start month if you want, and set the amount for any month. There is no end date—values and rules continue into future months and years until you change them. Planning is not required to use Budgets.

The planner shows one year at a time for convenience. Use the year picker to switch what you’re viewing; this does not limit the period of the budget. Click any month bar to open the month editor. The Budget total in the top-right reflects the sum for the currently visible year, and saving updates the chart immediately. You can return at any time and adjust months again.

In the month editor you enter a Base amount for that month. If the previous month already has a value, it appears as the default. You can optionally apply Exponential growth (%) to compound a percentage increase month over month from this point forward, Linear growth (currency) to add a fixed amount each month, or Unit growth (currency) when your budget depends on units. Leaving the growth fields empty keeps the same value for the following months.

When you set a base or a growth rule in a month, it becomes the starting point for all subsequent months and carries across years automatically. Editing any later month establishes a new starting point from there on. Clearing the growth fields in a later month stops the automatic increases from that point; existing values remain as set. Months before your chosen start month can stay at zero if you don’t need them.

Save your changes and navigate between years to review how the current rules extend into the future.

It’s important to note that budget planning is not mandatory to start using the budget. You can directly attach costs or invoices to a budget, even if it has not been planned or configured.
In such cases:

The system will automatically display the Budget Summary in a monthly configuration by default.
The Costs table will also be displayed, providing an overview of the attached costs and invoices.

This flexibility allows you to start tracking financial activity immediately, even before completing the budget configuration process.

The Costs tab displays a table summarizing all transactions associated with the budget, organized by months. Each row represents a transaction, showing the cost for each month across the selected timeframe. Costs are displayed in the relevant currency, with blank cells indicating no expenses for that month. This structured view helps analyze spending patterns, and manage budgets effectively.

For the Individual budget type, an additional Participants tab is available alongside the Budget Summary and Costs tabs. This tab allows users to manage and view individuals or entities associated with the specific budget. Participants can be added or removed as needed, ensuring clear visibility of who is involved in the budget's allocation and management.