Creating an easy budgeting solution is an integral step in achieving a strong level of engagement in your budgeting process. Most people are not accountants, and will only contribute to a budget once every quarter or year. By putting ourselves in the shoes of our users, we can create a budgeting solution that is easy for every user.  

Make your budget solution easy to access 

The user experience begins the moment someone sits down at their computer to use your budgeting solution. We want them to be able to easily access, authenticate, and understand how to interact with the budgeting solution with the smallest number of clicks.  

  • Intranet Link: Allow users to access the budgeting solution via a link from the intranet portal. During the budgeting cycle, this link is ideally located on the intranet front page.  
  • Single Sign-On: Eliminate the need for users to remember another set of login credential.  
  • Budgeting Home Page: The first page the user sees should be informative, allowing the user to jump-start into the planning process. The following information  
  • Budgeting Calendar
  • Budget Support Contact Details  
  • Navigation to all key areas of the budgeting 

Make your budgeting solution easy to navigate 

Budgeting is a process that is performed in an order. To guide the user along the intended path, the budgeting solution should live and breath that order.  

  • Home Page Menu: The list of modules (Revenue, Production, Capital, Overheads, etc.) available on the menu of the budgeting solution should be shown in the order they are to be completed 
  • Module Screens: Each module may be comprised of multiple screens. These screens should be displayed in the order they are to be completed 
  • Instructions: Each Module screen should include instructions to guide the user on how to complete the screen.  

Make your budgeting solution easy to understand 

Many users (like myself) will charge headlong into using a new software solution with blatant disregard for any user manuals. Tooltips and pop-up text can provide guardrails any user. Tooltips can provide valuable information, and I commonly use them in the following situations: 

  • Describe the Data Input requirement (e.g. “Input your Sep-Dec Revenue Forecast in this column”)
  • Describe where an assumption source is coming from (e.g.“The pricing assumptions in this column are set by the marketing team”)
  • Describe a Formula (e.g. “Revenue = Quantity x Price”)

Every description is valuable. No description is “obvious”. Descriptions which may seem simple or obvious to you are what makes budgeting easier for your users.  

Put yourself in the Shoes of your Users 

Whenever I am involved in a solution design, or quality assurance, I always make the developers talk me through, step by step, the expected user experience. We start by sitting down at the computer and go through every screen. If you can create an easy budgeting solution where your users don’t need to think, their budgeting life will be easier, and consequently so will yours.


Join guest speaker and author Brian Kalish from Kalish Consulting on Thursday, 2/21 for the webinar Dynamic Planning in 2019.  Brian will walk through how organizations can most effectively adapt to change through preparation, management and reinforcement, plus the critical transformational role FP&A teams have within an organization to encourage faster and smarter decisions!

Register for the webinar: Dynamic Planning in 2019

Rob Melloy

Rob loves to see people become empowered, and seize opportunities uncovered through Analytics. He is focused on teaching people how to leverage technology to make their business, their teams, and themselves more effective, more valuable, and more competitive. Rob joined eCapital Advisors after moving from Australia, where he held similar roles with leading Australian Analytics firms.Rob came up through the office of finance, and is an inactive CPA (Australia) holder.

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