Set it once, watch it update itself
Set an hours budget on any project linked to a QuickBooks customer, and Time On It compares it against actual hours logged every time you sync. There's no manual tally to keep - the progress bar and percentage figure are always current as of your last sync.
Colour tells the story before you read a single number
Every project bar runs green while under budget and turns red the moment hours exceed it. That's enough to scan a dashboard of a dozen projects and know instantly which ones need a conversation - about scope, about pricing, or about where the team's time actually went - without reading every figure individually.
- ✓ Set a budget in hours for each project
- ✓ Category and employee breakdown per project
- ✓ Recurring engagement instead of a one-off budget? See Retainer Tracking & Client Reporting
Frequently asked questions
How do I set a budget for a project?
Open the project in Project Insights, link it to a QuickBooks customer, and enter a budget in hours. Actual usage updates automatically every time you sync.
What happens when a project goes over budget?
The progress bar turns from green to red and an over-budget flag appears on the project card, so the issue is visible the moment you open the dashboard rather than discovered at invoicing.
Is this the same as retainer tracking?
Budget tracking covers a single total for the life of a project. Retainer tracking is built for recurring engagements - monthly, quarterly, or yearly hours-per-period, with a full period-by-period history and printable client reports.
Catch over-budget projects before the invoice does
Connect QuickBooks Online and set your first project budget in minutes.
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