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Overview of creating a budget

Single budgets

Recurring budgets and special options

Dynamic budgets

Inter-company budget

Quickly create Budgets in the Planning screen – directly via the side panel, including suggestions from actuals. Supports one-time Budgets, recurring Budgets, dynamic Budgets and intercompany Budgets (Consolidation add-on).

Create Budgets

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Create your workspace and invite the people you work with.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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