Smarter Budgeting and Stronger Contract Management

Smarter Budgeting and Stronger Contract Management

We’ve shipped a set of improvements that make planning your spend easier and managing contracts faster, clearer, and more actionable.

What’s new in Budget

Renamed: Budget Tracker → Budget

• Cleaner, simpler naming across the app and sidebar.

Monthly Plans (overall and per category)

• Set a monthly plan for total spend and optionally for each category.
• Values are persisted, so your plans are there every time you return.

Auto‑fill from category limits

• Per‑category plan inputs now prefill from each category’s Monthly Budget Limit.
• If no saved overall plan exists for the month, the overall plan auto‑sums these category limits.

Variance with visual status

• See Planned, Actual, and Variance (amount and %) at a glance.
• Clear status indicates whether you’re on track or over plan.

Helpful guidance

• Added concise helper text and callouts explaining how to set plans and how variance is calculated.
• Quick actions: “Auto‑fill from Category limits” and “Set Overall = sum of categories.”

Improved Planner layout

• Cash‑Flow Planner moved to the bottom so planning and variance stay front and center.
• Keep using the 30/60/90‑day window and “What‑if” slider to stress‑test your spending.

What’s new in Contracts

Better filtering without refreshes

• Type‑ahead filters no longer trigger page reloads.
• New filters for “Responsible Person” and “Party Name,” plus quick “Ending in 90/60/30 days.”

Responsible Person, visible

• New “Responsible Person” column in the Contracts table for instant visibility and sorting.

Clearer contract details

• “Effective Date” is now “Contract date,” and “Expiry Date” is “Valid until.”
• “Classification” is now “Category” to match the rest of the app.

Click‑through cards

• In grid view, the entire contract tile is now clickable to open details (buttons still work independently).

Invoices on contracts (with PDFs)

• Add invoices to a contract with amount, VAT, date, and expense name.
• Upload PDF attachments and view them directly.

Stability and accessibility

• Fixed excessive network refetching when switching tabs.
• Addressed dialog accessibility warnings and a Radix ref issue.
• Contract limit display remains correct while filtering (uses your actual total, not filtered results).

Why this matters

For finance and operations

Plan proactively, enforce realistic targets, and instantly see where you stand each month—overall and per category.

For legal and procurement

Find the right contract faster, keep accountability clear, and consolidate related invoices with source PDFs in one place.

Getting started

1. Go to Budget → set your month, auto‑fill category plans, and Save Plan.
2. Head to Contracts → filter by Responsible Person or Party Name, or scan “Ending in” ranges to triage renewals.
3. Open any contract → add invoices and attach/view PDFs.

What’s next

• Deeper budgeting insights (history, deltas, and alerts).
• More contract workflows and reminders.

Have feedback?

Reply and tell us what would make budgeting and contract management even smoother.