Budget vs. Actual Reports
Stay on track, month after month.
See whether you hit your budget, where spending ran over, and get a specific action plan to grow your business.
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Budget vs. Actuals
Know where the money actually went
Your budget and your real results sit side by side, month by month, so you can see at a glance where revenue landed short and where spending ran over.
You'll get a better sense of when you should expand or when you should be reining things in.
“It's really clear to me if we didn't hit our numbers for the month or if expenses are higher.”
Julie Mak
QuickBooks App Store
Monthly financial review
Find out what changed and why
One click and the monthly financial review pulls out the data that matters, explains what moved against your budget, what's working, and what to fix next. Your bookkeeper tells you what happened last month. This tells you what it means for the next one and what to do about it.
Automatic forecast updates
Numbers that keep up with the business
LivePlan pulls your actuals from QuickBooks or Xero as they land, automatically updates cash and profit forecasts, your charts, and your benchmark comparisons without anyone re-typing anything. You're deciding on this month's numbers rather than last quarter's.
“I've been using LivePlan with Xero for a few months now and love it. It's given me visibility about how we're doing against forecast like I've never had before.”
Rob Mackley
Xero App Store
Board and lender reports
Give your team the same picture you have
Charts and graphs that focus on the metrics that matter, in a form you can hand to a partner, a board, or a lender. Plus, a narrative explanation that you can paste into an email. Download the whole set as a PDF, or invite people in as guests to look at it directly.
Accounting connections
Connect with QuickBooks & Xero
Turn your accounting data into 20+ trend reports and charts that build themselves. The connection is one-way: LivePlan reads your books to keep the dashboard current, and we never edit your books.
How We're Different
More than business plan software
LivePlan is a planning system, not a document generator. Build the budget, test the decision against it, then check every month whether the business did what you said it would.
Learn MorePlenty of support to help you succeed
Ideas when you're stuck
Use the LivePlan Assistant to generate suggestions at each step, and browse 550+ sample plans to find one from your industry.
Guidance from people who've seen it work
Video walk-throughs and webinars from planning experts, built on what a million real business plans have taught us.
Someone to ask
Chat with a LivePlan expert whenever you get stuck.
Know where you stand, every month.
Frequently asked questions
It's where your budget and your real results meet. The LivePlan dashboard combines your financial forecast with your actual accounting data, so you can measure how the business is doing against what you planned and decide what to change. Most owners look at it several times a month.
There are over 40+ metrics to view in the LivePlan Dashboard, including definitions and what to look for in each metric. Top metrics are:
- Revenue
- Expenses & Cost
- Revenue Breakdown
- Expense & Cost Breakdown
- Net Profit
- Operating Income (or EBITDA)
View a full list of metrics available in the business and financial performance dashboard.
LivePlan will build your company performance dashboard automatically as part of the LivePlan Premium package. In order to see data in the financial performance dashboard though, you'll need to either connect your QuickBooks Online or Xero accounts or enter your actuals manually.
Yes, you can download & print a PDF version of the business performance dashboard. If you'd like to share it with a colleague you can also send them a guest invitation to LivePlan so they can view the dashboard directly in LivePlan.