Build your own budget tracking tool, no code required
Track expenses, manage finances, and stay on budget with a customizable tool designed to fit your personal or business financial goals.
Customize your budget tool around your processes
Set up your budget tracking tool with only the features your team needs today. Adjust and expand your setup easily as your workflow changes.
Expense entry and categorization
Income tracking
Budget planning and allocation
Recurring transactions management
Monthly and yearly reports
Alert and notification setup
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 budgeting.
Custom access for every team. Built-in security, no dev time.
Empower each team member with the right dashboard and budget data. Set up secure logins, user groups, and granular permissions in minutes—no IT support needed.
Advanced permissions
Give finance, managers, or execs tailored access to budget reports, so each role sees only their relevant financial data.
User groups
Give finance, managers, or execs tailored access to budget reports, so each role sees only their relevant financial data.
Automations
Connect with tools like Make, Zapier, or N8N to automate report generation and alert stakeholders of budget changes.
Works on any device
Review and update budgets on the go. Your budget dashboards are mobile-ready out of the box.
Easy, secure logins
Enable fast, secure access to budget dashboards with Google, email, or SSO logins—no IT tickets required.
Security
Keep financial data safe with SOC2 and GDPR compliance, plus robust access controls at every level.
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An AI assistant for finance teams
Finance teams ask AI about budgets, trends, or forecasts—instant, accurate answers right inside your Softr reporting dashboard.
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.
Easy, fast setup
Launch your budget tracking dashboard in minutes with drag-and-drop blocks and templates.
Consolidate your stack
Add new reports, charts, or data sources as your tracking needs change—no rebuild required.
Flexible as you grow
Manage all your financial dashboards, reports, and internal tools in one place—no extra tools needed.
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.
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Frequently asked questions
Build your budget tracking tool effortlessly