Manage expenses, forecast budgets, and optimize resources with a custom budgeting app tailored to your real estate business needs.


Build a real estate budgeting solution that fits how your team works. Add just the features you need now, and adapt your setup as you grow.
Connect spreadsheets, accounting tools, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your budgeting needs.
Empower real estate teams to build, track, and manage budgets securely. Set up granular permissions and automate workflows—no IT support needed.
Give budget owners, analysts, and managers tailored dashboards—so each role sees just the budgeting tools they need.
Give budget owners, analysts, and managers tailored dashboards—so each role sees just the budgeting tools they need.
Connect with tools like Make or Zapier to automate budget approvals, notifications, and recurring updates.
Review and adjust budgets from the office or on the go. All budgeting tools are mobile-ready by default.
Let your team log in with Google, email, or SSO for secure, quick access to budgeting software.
Keep sensitive financial data safe. Softr is SOC2 and GDPR compliant, with advanced access controls for your budgets.
Let teams ask AI about budgets or expenses—get instant, accurate insights right in your internal tool with Softr built-in.
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.
Build your real estate budgeting tool in minutes with drag-and-drop blocks and templates.
Add features like expense tracking, approvals, or reporting as your budgeting needs change.
Manage budgets, dashboards, and workflow tools for your team—all in one place, no extra software.
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.












Real estate budgeting software is a digital tool designed to help property managers, investors, and real estate teams efficiently track, plan, and manage budgets for their properties or projects. Users can log in to the platform to monitor expenses, update budgets, generate financial reports, and keep all their financial information organized in one place. This streamlines the budgeting process and makes it easier to make informed financial decisions for your real estate portfolio.
Softr makes it simple to create real estate budgeting software that fits your team’s needs. You can connect your existing data sources, such as tables in Airtable or Notion, and set up a platform where your team can log in to submit expenses, review financial performance, and update budget forecasts—all in a secure, centralized location.
You don’t need to know how to code. Start with a template or build your platform from scratch, customize the layout, control who can access specific budget data, and add your branding. It’s fast to launch, easy to update as your needs change, and flexible enough to support property managers, accountants, or real estate investors.
You can build a range of features into your real estate budgeting software to fit your team's workflow. Some of the most common options include:
\- User logins – so each team member or stakeholder can access their relevant budgets
\- Custom dashboards – to display current spending, budget status, or financial KPIs
\- Forms – for submitting expenses, updating forecasts, or requesting budget adjustments
\- File sharing – to upload and store invoices, receipts, or financial documents
\- Search and filters – to quickly find transactions or budget categories
\- Tables, lists, and detail views – to organize property expenses, vendors, or budget breakdowns
\- Comments or status updates – for tracking review notes or approval status
\- Charts – to visualize spending trends, budget variances, or projections
\- Calendar view – for tracking important dates like payment deadlines or reporting cycles
\- Permissions and roles – so each user only sees the information relevant to them
All these features can be created using Softr’s drag-and-drop blocks, so you can adapt your budgeting platform as your needs change—no coding required.
No coding is necessary. You can build your real estate budgeting software entirely with Softr’s visual editor. Everything from the layout to user permissions can be set up and customized quickly, allowing you to focus on your budgeting process without having to write any code.
Yes. You can manage multiple property owners, investors, or real estate teams in a single real estate budgeting software portal. Each user only sees the budgeting data and reports assigned to them, based on their login and role. This is especially helpful for property management firms, real estate agencies, or consultants who work with multiple stakeholders across different portfolios.
Softr supports a wide range of data sources for your real estate budgeting software. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also import budgeting or property data from other systems using the REST API.
You’re not limited to just one source—you can integrate several data sources into the same budgeting app and see them side by side. For example, you could track property expenses in Airtable while managing income in Google Sheets. Most sources support two-way, real-time sync, so any changes in your budgeting software or original data source stay up to date automatically.
Yes, Softr gives you full control over how users interact with your real estate budgeting software. You can tailor the dashboard layout, navigation, and budgeting reports to match your brand and specific workflow. Each page or section can be shown or hidden based on who is logged in, so property owners, investors, or team members only see the data relevant to them.
You can also define different user roles—such as property owner, investor, admin, or accountant—and specify exactly what access each role has. For instance, property owners might be able to view only their own property budgets, while your internal team can manage all financial records. You can even create personalized dashboards with filters based on the logged-in user.
This flexibility is particularly valuable if you manage multiple properties or clients, as it keeps the experience organized, secure, and customized for everyone involved.
Yes, you can. You don’t need to move your budgeting data from another platform to start using Softr for your real estate budgeting software. If you’re starting fresh, you can use Softr Databases, which is built into the platform and integrates seamlessly with any budgeting workflows you create.
If you already track budgets in Airtable, Google Sheets, Notion, Coda, monday.com, Supabase, or SQL, you can connect those sources as well. Softr’s REST API connector also lets you import data from other platforms. Either way, you have complete control over how your real estate financial data is organized and displayed in your portal.
Yes, you can fully white-label your real estate budgeting software built with Softr. You can apply your own logo, brand colors, fonts, and a custom domain to make the platform feel like a seamless part of your real estate business. You also have the option to remove all Softr branding, so your users only see your company’s identity throughout their budgeting experience.
Absolutely! Softr gives you extensive flexibility to customize both the design and layout of your real estate budgeting software. You can adjust colors, fonts, spacing, and page structure to match your company’s brand. You also control the arrangement of each budgeting tool, dashboard, and data display, as well as what different users see based on their roles.
To display your real estate financial data, you can add various blocks depending on your needs:
\- Table blocks – to present property budgets, expense breakdowns, or project tracking
\- List or Card blocks – to highlight investment properties, team members, or budget categories
\- Detail View – to show specific property or project financials individually
\- Forms – for collecting budget requests or approvals
\- Charts – to visualize financial trends, cash flow, or ROI
\- Calendar blocks – to track important budgeting deadlines or milestones
If you need to update your content or layout down the road, it’s simple to make changes in the visual builder.
Softr is designed with security as a priority. All your budgeting data is encrypted in transit (TLS) and at rest, and the platform is hosted on secure, reliable infrastructure. With your real estate budgeting software, you have full control over who can view or edit information. Set up role-based permissions, manage users directly in your data source, and apply visibility rules or global restrictions to safeguard sensitive financial data across your app.
For real estate budgeting solutions connected to external sources like Airtable, Notion, or SQL, Softr doesn't store your data—it displays it in real time based on your permissions. You always remain in control of your financial records and who has access.
Softr follows industry best practices for authentication, access management, and platform monitoring to keep your budgeting data safe.
You can start building your real estate budgeting software for free. Softr’s Free plan allows you to publish one app, with up to 10 users and 2 user groups, and supports major data sources like Softr Databases, Airtable, and Google Sheets.
If your budgeting tool requires more users or advanced features, you can explore Softr's paid plans, which offer expanded capacity and additional functionalities.
Softr is purpose-built to help you create robust, user-friendly apps—like real estate budgeting software—without needing to code or hire developers. What makes Softr stand out is how quickly you can turn an idea into a working budgeting tool, and how seamlessly it connects with your live data.
Unlike some no-code solutions that focus on mobile apps or require technical expertise, Softr is designed for teams who want control over layout, user experience, and permissions. You can build on top of data from Airtable, Google Sheets, Softr Databases, or SQL, and launch secure, branded budgeting platforms that your team or clients can access.
You can visually customize every aspect, from content to permissions. With built-in features like user roles, forms, conditional logic, and API support, you don’t have to piece together different tools to deliver a polished real estate budgeting solution.
Yes, Softr offers a wide range of integrations so you can connect your real estate budgeting software to your existing tech stack. You can sync with tools for payments, communications, or reporting, and automate tasks using Zapier, Make, or N8N. Softr also provides REST API and webhook support for even more advanced workflow automations.
Whether you want to send budgeting data to another system, trigger notifications based on financial changes, or bring in data from other real estate tools, you can automate these processes right within your software—without writing code.