Length 1:13Payroll in minutes, not days
Watch how TracefyHR payroll works: copy last month, add a bonus and see net pay update live, finalize to lock the month, and give everyone a PDF payslip.
For managers and HR
Video guide · Payroll and financeProfessional plan
How the TracefyHR Budget Planner tracks plan vs actual
Budget Planner sets yearly spending limits, then tracks what you really spend against them. In this short video actual spending fills in from payroll and approved expenses, each line shows if it's on track, near the limit or over budget, and revenue from each client shows your profit month by month.
- 0:58 long
- For managers
- English captions and transcript
What you'll learn
- How to set yearly spending limits for net salaries and expenses
- How actual spending fills in on its own from payroll and approved expenses
- What On Track, Near Limit and Over Budget mean for each line
- How to log revenue from each client and see your profit month by month
- How to switch the year and save next year's limits
Prefer reading?
The Budget Planner
The same task in the user guide, step by step with screenshots.
Open the articleTranscript
The full narration of the video. Select a time to jump to that moment.
0:00What Budget Planner does
0:01Is this year's spending on track? Or will you only find out at year end?
0:07Budget Planner sets yearly spending limits, then tracks what you really spend against them.
Common questions
Where does actual spending in the Budget Planner come from?
It fills in on its own from your payroll and approved team expenses, so nobody types it in. TracefyHR works out what's spent, what's left and the percentage used.
When does a budget line show Near Limit or Over Budget?
A line shows Near Limit once more than 80% of its yearly limit is used, and Over Budget once spending goes past the limit. Below that it shows On Track.
Can I plan next year's budget?
Yes. Switch the year, set new limits and click Save Budget. Limits are saved separately for each year.
Which plan includes the Budget Planner?
Budget Planner is part of the Professional plan, $49 a month for up to 250 employees. Every plan starts with a 30-day free trial and no credit card is required.
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