Budgets/Budgets · 4

Budgets · 4

Planned spending per expense category for a period, against what was actually spent.

New budget

BudgetSpent of planAlertsStatus

1October running costs1 Oct – 31 Oct · 6 categories₺8,200 of ₺10,000 · 82%1 running hotActive

2Marketing · Q41 Oct – 31 Dec · 3 categories₺6,400 of ₺24,000 · 27%—Active

3Materials1 Oct – 31 Oct · 2 categories₺13,100 of ₺12,000 · 109%2 running hotActive

4September running costs1 Sep – 30 Sep · 6 categories₺9,700 of ₺10,000 · 97%—Closed

Budgets/Budgets · 4

Budgets · 4

Planned spending per expense category for a period, against what was actually spent.

New budget

BudgetSpent of planAlertsStatus

1October running costs1 Oct – 31 Oct · 6 categories₺8,200 of ₺10,000 · 82%1 running hotActive

2Marketing · Q41 Oct – 31 Dec · 3 categories₺6,400 of ₺24,000 · 27%—Active

3Materials1 Oct – 31 Oct · 2 categories₺13,100 of ₺12,000 · 109%2 running hotActive

4September running costs1 Sep – 30 Sep · 6 categories₺9,700 of ₺10,000 · 97%—Closed

Budgets

A spending plan per expense category, with alerts when you go over.

Budgets opens next to your other modules, in the same workspace. Your team and Era work from the same records, with the same permissions.

Start with Era All modules

A plan for every spending category

Set a budget for the month or the year; spent and left update as expenses come in. When a budget is passed, its owner is notified.

FinanceBudgetsAdd budget

This monthThis yearFilterSortGroupFields

#CategoryPlanSpentLeftStatus

1Fabric & supplies₺40,000₺31,200₺8,800On track

2Advertising₺8,000₺8,650−₺650Over

3Rent₺22,000₺22,000₺0Paid

4Shipping₺5,000₺3,900₺1,10078%

Add record

When a budget is passed its owner is notified

The details stay with the record

Start with Era

Each record’s status, owner and history on one screen. The list, the card and the detail pane stay in step.

The list

Records with the columns and filters you choose.

The summary

Counts by status at a glance.

The team works from the same record

Roles decide who sees and changes what; Era works within the same permissions.

The next task

An owner and a date on the record.

Permissions

Actions open by role.

Settings

Fit the module to your work.

Start Budgets with Era

Turn on what you need; add the rest later.

Start with Era

Questions about Budgets

A spending plan per expense category, with alerts when you go over. Its pages: Budgets.

This module has no settings page of its own; you shape its views and fields in the workspace.

The module has 6 defined actions, each tied to role permissions. Era works within the same permissions, and sending or deleting waits for your approval.

It shares records with Organization, Finance; turning it on brings them into the workspace too.

Start Budgets with Era.

Open Era with your own AI subscription or API key. Turn on what you need and add the rest later — the same workspace on Windows and the web.

Start with Era All modules

A spending plan per expense category, with alerts when you go over.

A plan for every spending category

The details stay with the record

The list

The summary

The team works from the same record

The next task

Permissions

Settings

What customers owe and pay, and what the business spends.

Numbered invoices and credit notes, with tax on every line.

Recurring plans at a fixed price, renewed and billed every period.

Questions about Budgets

What can I manage with Budgets?

Can I adapt Budgets to my business?

Who on the team sees what, and what can Era do?

Which modules does it work with?

Start Budgets with Era.