Gartle Budgeting

An application for budgeting and management accounting
for small and mid-size enterprises
built with Microsoft Excel and SQL Server

Key ideas of Gartle Budgeting

Many companies use Microsoft Excel for budgeting.

Despite the advantages, the systems also have disadvantages,
for example, in the form of difficulties with multi-user mode, slow work on large amounts of data, complex formulas, and non-transparent calculations.

Gartle Budgeting allows budgeting in Excel and a web application, saving data in a Microsoft SQL Server database.

Accordingly, the application takes full advantages of budgeting in Excel and adds significant benefits:

  • It stores data in a database but not in Excel workbooks
  • It uses unified server-side rules for calculations
  • Users can get the source data for each report cell
  • Calculations and reports are fast
  • It allows storing reports in a database
  • Users can create consolidated reports based on stored reports
  • It allows managing data access
  • It allows tracking data changes
  • Users can work in Microsoft Excel and the browser

Gartle Budgeting does not compete with ERP applications.

The app targets companies that already keep records in Microsoft Excel or are about to start budgeting in Excel.

The screenshot shows an example of a budget request.

The sample shows an example of the budget request of the Gartle Budgeting application

Features of Gartle Budgeting

The application allows you to:

  • Maintain budgeting and accounting for multiple companies
    in a single database
  • Maintain budgeting and accounting in multiple currencies,
    with different tax rates
  • Maintain accounting records in accordance with IFRS or US GAAP
  • Customize budget and analytic items
  • Customize ledger accounts and output reports
  • Customize reports in Excel based on data from a database
  • Save reports to a database
  • Generate consolidated reports based on saved reports
  • Generate reports in different languages
  • Configure user permissions and item relationships
  • Import and export data

You can use Microsoft Excel with the SaveToDB add-in, the DBEdit desktop application, and the DBGate or ODataDB web apps as clients.

In general, the Gartle Budgeting app contains a basic set of features for applications of this class.

The screenshot shows an example of budget reports.

You can try the Gartle Budgeting application online:

The sample shows an interactive budgeting report of the Gartle Budgeting application

Supported Platforms

The application uses a Microsoft SQL Server database on Windows or Linux.

We do not plan to port the application to other platforms.

What is the difference between Gartle Budgeting and Gartle Planning?

The core of Gartle Budgeting utilizes a double-entry accounting system.

The core of Gartle Planning utilizes the aggregation of cube metrics.

Accordingly, in Gartle Budgeting, you set up debit and credit ledger accounts for budgeting accounts.

In Gartle Planning, you set up parents, coefficients, and aggregation functions.

In other words, these are different ideologies for generating output data.

In Gartle Budgeting, users create the necessary set of budget request lines themselves.
The key point is to specify budgeting accounts, analytical members, and values.

In Gartle Planning, input forms are driven by analysts. Users only enter data.

In general, both applications allow solving budgeting and planning tasks.

But the choice of the best system depends on the requirements and the preferences of finance officers.

Who is the Gartle Budgeting for?

As noted above, the application targets companies who are already budgeting in Excel or just going to do it in Excel.

The app is suitable for small and mid-size enterprises with a fairly simple document flow.

The application allows configuring for any accounting requirements, including IFRS and US GAAP.

It allows generating reports in multiple languages on the same data.

The initial installation package includes English, French, German, Italian, Russian, and Spanish.

How much does it cost, and is there a free version?

Gartle Budgeting itself is a free application. The source code is provided under the MIT license.

Depending on your needs, you may purchase licenses for the SaveToDB add-in and the DBGate or ODataDB web applications.

Commerial support is also available.

How to start?

We recommend trying the online versions of Gartle Budgeting and Gartle Planning.

In half an hour, you will have a complete understanding of the key principles.

Next, we recommend installing the SaveToDB add-in and trying it with demo application workbooks.

In an hour, you will be sure that Microsoft Excel is convenient for both data input and working with reports.

Feel free to contact us.