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


Set up a budget tracking dashboard that fits the way you work. Add only the views and features you need now, and update as your needs change.
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.
Give each teammate secure access to your budget tracking dashboard. Assign user groups and permissions easily—no IT support needed.
Let finance, management, and other teams view dashboards tailored to their needs and roles.
Let finance, management, and other teams view dashboards tailored to their needs and roles.
Integrate with tools like Make, Zapier, or N8N to automate report generation and budget alerts.
Review and manage your budget dashboards anytime, anywhere—mobile-ready out of the box.
Team members log in securely with Google, email, or SSO for fast, protected access to budget data.
Keep financial data safe with SOC2 and GDPR compliance, plus customizable access controls for every user.
Ask AI about expenses, trends, or forecasts—get instant answers right inside your budget dashboard with Softr’s built-in tools.
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.
Set up your budget tracking dashboard in minutes with drag-and-drop blocks and templates.
Add new charts, data sources, or reports as your budget tracking needs change—no rebuilds needed.
Manage all your dashboards and reporting tools in one place—no extra software or logins required.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A budget tracking dashboard is an online space where you can log in to view, manage, and analyze your financial data—like expenses, income, and budgets—across different accounts or projects. It keeps all your financial information in one place, so you don’t have to rely on spreadsheets or manual calculations. This makes it much easier to stay organized, track spending, and make informed decisions about your finances.
Softr makes it simple to build a budget tracking dashboard that matches how you want to manage your finances. You can connect your data from sources like Airtable, Notion, HubSpot, SQL, and more, setting up a dashboard where you can monitor budgets, categorize transactions, and generate reports all in one place.
You don’t need to know how to code. You can start with a ready-made template or create your dashboard from scratch, customize the layout, control who sees which data, and add your own branding. It’s quick to launch, easy to update, and flexible enough to adapt as your budgeting needs evolve.
You can include a variety of features in your budget tracking dashboard, depending on how you want to track and analyze your finances. Some common examples include:
\- User logins – so each person can access their own financial data
\- Custom dashboards – to display budgets, spending categories, and trends
\- Forms – for entering expenses or income
\- File uploads – to attach receipts or financial documents
\- Search and filters – to quickly find transactions or categories
\- Tables, lists, and detail views – to organize expenses, income, and budget breakdowns
\- Charts – to visualize spending patterns, budgets, and savings goals
\- Permissions and roles – so different users only see their relevant data
Everything is built with Softr’s drag-and-drop blocks, so you can create these features without any coding. If your needs change, you can easily update your dashboard later.
No coding is required. You can build your budget tracking dashboard entirely using Softr’s visual editor. Everything from the layout to user permissions can be customized without writing a single line of code.
Yes. You can manage multiple users or teams within a single budget tracking dashboard. Each user only sees the financial data and reports assigned to them, based on their login and role. This is especially useful for finance teams, departments, or organizations that want to keep different budgets separate and secure while managing everything from one central dashboard.
Softr supports a wide range of data sources for your budget tracking dashboard. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. Data from additional platforms can also be brought in using the REST API.
You’re not limited to just one type of data source. You can integrate several sources into your dashboard and display them side by side—so, for example, your budget tracking dashboard can show data from both Google Sheets and Airtable at once. Most sources support real-time, two-way sync, so any updates in your dashboard or the original data source stay consistent automatically.
Yes, Softr gives you full control over how users interact with your budget tracking dashboard. You can tailor the layout, navigation, and content to match your finance team’s workflow or your organization’s branding. Pages and sections can be shown or hidden depending on who’s logged in, so each user or team member only accesses what’s relevant to them.
You can also set up different user roles, such as viewer, editor, or admin, and define exactly what each role can view or modify. For example, department heads might only see their own budget data, while finance admins can oversee every department’s finances. You can also filter views to personalize the data shown to each user.
This level of customization is especially valuable when managing multiple teams or users in the same dashboard, helping keep everything organized, secure, and easy to use for everyone involved.
Yes, you can. You don’t need to import your financial data from another tool to start building your budget tracking dashboard with Softr. If you’re starting from scratch, Softr Databases is built right into the platform and integrates seamlessly with your dashboard setup.
If you already keep your budget data in tools like Airtable, Google Sheets, Notion, or other supported platforms, you can easily connect them too. Softr also offers a REST API connector for bringing in data from other sources. You have full flexibility over how your budget data is structured and displayed in your dashboard.
Yes, you can fully white-label your budget tracking dashboard in Softr. You can use your own logo, brand colors, fonts, and custom domain to make the dashboard feel like a seamless part of your organization. You can also remove all Softr branding, so users interact only with your identity throughout their budgeting experience.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your budget tracking dashboard. You can adjust colors, fonts, spacing, and page structure to fit your brand or workflow. You decide how each page is organized, which blocks to use for displaying budget data, and what different users see when they log in.
To show your financial data, you can add various blocks based on your needs:
\- Table blocks – to display budget categories, transaction lists, or spending breakdowns
\- List or Card blocks – for highlighting recurring expenses, income streams, or savings goals
\- Detail View – to show a detailed record, like a deep dive into a specific budget item
\- Forms – for users to submit expenses or update budget info
\- Charts – to visualize spending trends and insights
\- Calendar blocks – to track due dates or upcoming payments
If you need to make changes, it’s easy to update the dashboard in the visual builder any time.
Softr is built with security in mind. All data is encrypted both in transit (TLS) and at rest, and your budget tracking dashboard is hosted on secure, reliable infrastructure. Softr apps give you full control over who can access and modify information in your dashboard. You can set up role-based permissions, manage users directly from your connected data source, create visibility rules, and apply global restrictions to keep sensitive financial data protected.
For dashboards connected to external sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it simply displays it in real time based on your access settings. You always remain in control of your data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and ongoing platform monitoring to keep your budget information safe.
You can get started for free. Softr’s Free plan allows you to publish one dashboard with up to 10 app users and 2 user groups, and supports all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your dashboard requires more users or features, you can explore the paid plans to find the best fit: <http://softr.io/pricing>
Softr is designed to make it easy to create robust, user-friendly apps—like budget tracking dashboards, CRMs, or internal resources—without any coding required. What makes Softr stand out is how quickly you can build a working dashboard and how seamlessly it integrates with real-time data sources.
Unlike some other no-code tools focused on mobile apps (like Glide) or geared toward developers (like Retool), Softr is ideal for non-technical teams who want complete control over layout, user experience, and permissions. You can build directly on top of data from Airtable, Google Sheets, Softr Databases, or SQL, and launch secure, branded dashboards that your team or stakeholders can log into.
Everything is customizable visually—from dashboard content and design to controlling user access. With built-in user roles, forms, conditional logic, and API support, there’s no need to cobble together multiple platforms to launch a polished budget dashboard.
Yes. Softr supports a wide variety of integrations so you can connect your budget tracking dashboard to the rest of your workflow. You can integrate with tools like Stripe for payment tracking and automate tasks using Zapier, Make, or N8N. Softr also offers REST API and webhook support for advanced automations.
If you want to send budget data to another system, trigger automations based on spending updates, or display information from external tools, you can do all this right within your dashboard—without writing any code.