01
Submit budget requests to Proposed
Any team member can create a card for a new expense. Include the amount, vendor, and justification in the card description. Attach quotes or estimates directly to the card.
// Budget Tracking
Every dollar, accounted for.
Track expenses from proposal through payment in one visual board. See which budget items are approved, which invoices are outstanding, and which payments have cleared - at a glance.
Proposed
3New hire laptop and monitor bundle - $2,400
Engineering
Q3 conference sponsorship - TechSummit 2026
Marketing
Office furniture refresh for expanded floor
Operations
Approved
2Annual Figma team license renewal - $1,800
Engineering
Google Ads budget increase - $5,000/month
Marketing
In Progress
2Server migration to reserved instances - $12,000 annual
Engineering
Trade show booth fabrication - deposit sent
Marketing
Invoiced
2Freelance copywriter - 20 blog posts delivered
Marketing
Ergonomic chair order - 15 units
Operations
Paid
2AWS reserved instances - Q2 prepayment complete
Engineering
Team offsite venue deposit - fully settled
Operations
02
Review and move to Approved
Finance or department leads review Proposed cards and drag approved items forward. Rejected items get archived with a comment explaining why - nothing disappears without a record.
03
Track spending through Invoiced and Paid
As expenses are incurred, move cards through In Progress to Invoiced when the bill arrives, and finally to Paid once payment clears. The board gives you a real-time snapshot of committed vs. spent budget.
04
Use labels to slice by department
Tag every card with its department - Engineering, Marketing, Operations. Filter by label to see one department's spending, or view the full board for a company-wide picture.
01 How does a budget board replace a spreadsheet?
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A spreadsheet shows numbers in rows. This board shows where each expense sits in the approval and payment lifecycle. You see at a glance which items are waiting for approval, which invoices are outstanding, and which payments have cleared - without formulas or pivot tables.
02 Can I control who approves budget items?
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Yes. Use role-based permissions to give department leads member access (they can move and edit cards) while giving individual contributors viewer access. Only members and above can drag cards from Proposed to Approved.
03 How do I track budget across multiple departments?
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Label each card by department and use Flux's label filter to view one department at a time. For cross-department visibility, the multi-board view lets leadership see Engineering, Marketing, and Operations budgets side by side.
// Start tracking
Your budget, visible.
No credit card. Track expenses across departments with real-time sync and approval workflows.