Request a Template
Start directly with your use case.
What is a Budget Manager template?
A personalised template lets you start directly with your specific use case. Each template is tailored to a typical scenario — categories, partner structures, and budget frameworks are already preconfigured. Import via the Excel import feature on the Settings page with a single click.
Template examples
Ready-configured for typical use cases — import and start immediately.
Shared Machinery Centre — Cambridge Alliance
Six industrial companies jointly invest in a machinery centre with a total volume of £54 million. Budget Manager Pro provides the neutral platform: each company is entered with its capital share, and every expense is automatically allocated proportionally. Cost categories for construction, machinery, building services, IT, and project management are fully configured. Ideal for joint ventures, investor pools, and shared infrastructure projects of any scale.
Request template
Class Trips & School Events
Class trips mean collecting parent contributions, tracking costs, and settling accounts at the end. Each class is set up as its own project with pupils as partners with equal shares. Predefined categories for accommodation, travel, catering, and entrance fees let you start immediately. Payment status per family is visible at a glance; teacher allowances are recorded separately. Instead of patchy spreadsheets — a complete, transparent overview.
Request template
Residential Park — Multiple Buildings & Units
Allocating service charges across multiple residential units and producing correct annual statements is one of the most error-prone tasks in property management. Units are registered as partners; cost categories based on service charge regulations are already in place. Advance service charge payments are recorded per unit and reconciled against actual expenditure. Property managers and HOA administrators save hours on the annual settlement.
Request template
Villa New Build Berlin-Grunewald — Budget & Cost Control
A villa build spanning three years, seven trades, and a budget of €1.65 million: Budget Manager Pro delivers complete cost control without a financial background. All contractors are listed as partners with their contract volumes. Categories for architecture, structural works, MEP, interior fit-out, outdoor areas, and contingency are ready. Invoices can be checked directly against phase budgets for 2026–2028.
Request template
Congregation Budget — Work Areas & Groups
A congregation runs many areas of work simultaneously — youth ministry, choir, buildings, and senior outreach. Each area receives its own annual budget; the church council always has the full picture. Church-specific cost categories such as services, retreats, speaker fees, and collections are predefined. Especially valuable for annual budget planning and mid-year variance analysis across all groups.
Request template
Vehicle Cost Controlling — Every Car in View
Fleet managers face the same challenge: costs arise everywhere — maintenance, fuel, repairs, inspections — but a consolidated view per vehicle is missing. Budget Manager Pro turns each vehicle into a partner with its own annual budget and cost profile. All expenses are categorized and assigned to the vehicle; target-vs-actual comparisons per vehicle are available at any time. General fleet costs such as parking permits are recorded separately as org. expenses. Whether 3 or 30 vehicles — finally an answer to "Is this vehicle still worth running?"
Request template