Dashboard & Reporting

Build a budget tracking dashboard in minutes

Monitor expenses, analyze spending, and stay on budget with a customizable dashboard tailored to your financial goals and needs

A digital budget tracking dashboard interface displaying charts, graphs, and financial summary data.
budget tracking dashboard mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your budget data in real time

Connect spreadsheets, accounting software, and other systems 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 access for every team. Built-in security, no dev time.

Give each teammate secure access to your budget tracking dashboard. Assign user groups and permissions easily—no IT support needed.

Advanced permissions

Let finance, management, and other teams view dashboards tailored to their needs and roles.

User groups

Let finance, management, and other teams view dashboards tailored to their needs and roles.

Automations

Integrate with tools like Make, Zapier, or N8N to automate report generation and budget alerts.

Works on any device

Review and manage your budget dashboards anytime, anywhere—mobile-ready out of the box.

Easy, secure logins

Team members log in securely with Google, email, or SSO for fast, protected access to budget data.

Security

Keep financial data safe with SOC2 and GDPR compliance, plus customizable access controls for every user.

AI Magic

An AI assistant for your budget

Ask AI about expenses, trends, or forecasts—get instant answers right inside your budget dashboard with Softr’s built-in tools.

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 tracking dashboard

Easy, fast setup

Set up your budget tracking 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 new charts, data sources, or reports as your budget tracking needs change—no rebuilds needed.

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

Flexible as you grow

Manage all your dashboards and reporting tools in one place—no extra software or logins required.

“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
Read Case Study
“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
Read Case Study
“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
Learn More
“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
Read Case Study
“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
Read Case Study
How It Works

Build a fully custom budget tracking dashboard 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
Read Case Study

Frequently asked questions

What is a budget tracking dashboard?
What are the benefits of building a budget tracking dashboard with Softr?
What types of features can I build into my budget tracking dashboard?
Do I need to know how to code to build a budget tracking dashboard in Softr?
Can I manage multiple users or teams in the same budget tracking dashboard?
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 data in another tool?
Can I white-label my budget tracking dashboard in Softr, including using my own branding?
Can I customize the design and layout of my budget tracking dashboard?
How secure is my data in Softr apps?
How much does it cost to build a budget tracking dashboard 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 tracking dashboard today

Set up your first Dashboard & Reporting in no time
Get started free