Budget Planner – WorkDo Dash SaaS Finance Add-On

Budget Planner – Dash SaaS Add-On.Plan, manage, and optimize your finances with the Budget Planner Add-On for Dash SaaS. This powerful tool helps individuals and businesses set budget goals, track expenses, monitor cash flow, and make informed financial decisions. With customizable categories and real-time insights, it’s ideal for startups, SMEs, and finance teams aiming for better financial control.

Note: This is an addon for WorkDo Dash SaaS, not a standalone script.

   WorkDo Dash SaaS - Open Source ERP with Multi-Workspace

Smart Budget Management

Easily create and manage budgets by naming them, assigning custom periods (monthly, quarterly, or date ranges), and organizing income and expense records. Designed for individuals and teams, this script ensures all data is linked to the right creator, with full support for timestamped tracking and role-based access. It's an ideal tool for maintaining accurate, organized financial records across various use cases.

Income & Expense Tracking

Record detailed income and expense entries in a structured format for each budget. Whether it's regular revenue or operational costs, all entries are securely stored, easily retrievable, and ready for future reporting. This clarity helps users monitor trends, identify gaps, and make better financial decisions.

• Add and manage multiple income/expense entries
• Store data in a scalable, structured format
• Enable reporting, forecasting, and insights
• Custom budget setup with flexible timeframes
• Creator-linked entries and user-based access control
• Auto-generated timestamps for full auditability

Team Integration

Assign budgets to specific workspaces to separate financial plans across departments or projects. Perfect for organizations managing multiple teams or business units, this feature ensures each group maintains control over its own financial strategy without overlap or confusion.

• Link budgets to workspaces for clean segmentation
• Support multi-departmental or multi-project planning
• Improve collaboration with defined data ownership

Check here : View WorkDo Dash SaaS Documentations

Check here : Explore WorkDo Dash SaaS User Manual

Check here : How to install Dash Add-On