Dashboard & Reporting

Build your own budget tracker, no code required

Track expenses, manage finances, and achieve goals with a customizable tracker tailored to your personal or business needs.

A digital budget tracker user interface displaying income, expenses, and colorful charts for financial management.
budget tracker mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your budget data in real time

Connect spreadsheets, financial software, and accounting tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your budget.

Explore all data sources
Power

Custom dashboards for every team. Secure and fast.

Give each team member the right view of budgets and reports. Set up secure dashboards, user groups, and permissions—no IT help needed.

Advanced permissions

Provide tailored dashboards for different roles, so each team member sees just the budgets and metrics they need.

User groups

Provide tailored dashboards for different roles, so each team member sees just the budgets and metrics they need.

Automations

Connect with tools like Make or Zapier to automate budget updates, alerts, or report distribution.

Works on any device

Your dashboards are mobile-ready. Teams can review budgets or submit expenses from anywhere.

Easy, secure logins

Allow secure logins with Google, email, or SSO—get teams up and running quickly, with no IT tickets.

Security

Keep financial data protected. Softr offers SOC2 and GDPR compliance with robust access controls.

AI Magic

An AI helper for your budgets

Ask AI about expenses, trends, or forecasts—get quick answers right inside your budget tracker dashboard from Softr.

Why Softr

Why Softr vs other software

No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.

UI screenshot of Softr drag-and-drop dashboard setup for building budget tracker

Easy, fast setup

Launch your budget tracker dashboard in minutes with drag-and-drop blocks and templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add charts, custom reports, or integrations as your tracking needs change—no rebuild required.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Track budgets, visualize reports, and manage data—all in one place, with no extra tools needed.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
Read customer story
“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom budget tracker in minutes

Connect to your data in seconds

Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.

Customize layout and logic

Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.

Publish and launch

Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is a budget tracker?
What are the benefits of building a budget tracker with Softr?
What types of features can I build into my budget tracker?
Do I need to know how to code to build a budget tracker in Softr?
Can I manage multiple users or households in the same budget tracker?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my budget data in another tool?
Can I white-label my budget tracker in Softr, including using my own branding?
Can I customize the design and layout of my budget tracker?
How secure is my data in Softr apps?
How much does it cost to build a budget tracker with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

Build your budget tracker easily

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