Multi-Level Budget Hierarchies
Build departmental budgets that roll up to divisions and company-wide totals. Create project WBS budgets with unlimited nesting levels. Organize by programs, campaigns, cost centers, or any structure you need.
Budget Management That Grows With You
Move beyond spreadsheets. Build hierarchical budgets, track changes with approval workflows, and collaborate without version control chaos.
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Outgrown Spreadsheets? Not Ready for Enterprise ERP?
RollupCalc bridges the gap between Excel chaos and expensive enterprise software—giving you the power you need without the complexity you don't.
Spreadsheets Break with Complex Hierarchies
Nested departments, multi-level WBS structures, and linked budgets turn into a nightmare of broken formulas and version chaos.
Native Hierarchical Budgets
Build unlimited nested levels—org structures, WBS, programs—with automatic rollups that never break.
Mid-Cycle Changes Create Version Chaos
Budget revisions mean "save as v2.3 final FINAL" files scattered across drives, with no clear audit trail of what changed or why.
Change Requests with Approval Workflows
Track changes as separate "change requests"—see base budget + proposed changes side by side, with approval routing built in.
No Audit Trail for Changes
Who changed the marketing budget? When? Why? Spreadsheets don't tell you—leading to finger-pointing and wasted time during audits.
Complete Change History
Every change tracked with user, timestamp, and notes. See exactly what changed in any cell, by whom, and why.
Comparing Budget Versions is Painful
Need to see how Q2 budget differs from Q1? Good luck manually comparing two spreadsheets cell by cell. Variance analysis takes hours.
Built-in Version Comparison
Compare any two versions instantly with automatic variance calculations. See exactly what changed across your entire budget in seconds.
Stop fighting with spreadsheets. Get the budget management power you need without the enterprise complexity you don't.
Built for How You Actually Budget
Whether you're managing departments, projects, programs, or campaigns—RollupCalc adapts to your budgeting process.
Department Budget Management
Finance teams managing 5-50 departmental budgets across the organization.
- Build templates for recurring budget cycles—annual planning, quarterly reviews, monthly forecasts
- Approval workflows route budget requests from department heads to divisional leads to CFO
- Budget vs actual tracking with variance alerts when departments exceed thresholds
- Automatic rollups from cost centers to departments to divisions to company-wide totals
Project Budget Planning (WBS)
Project managers tracking costs across multiple initiatives using work breakdown structures.
- Native WBS support—break projects into phases, deliverables, and tasks with unlimited nesting
- Resource cost planning with multiple rate types—labor, materials, equipment, contractors
- Change request management for scope changes with impact analysis on budget and timeline
- Time-phased budgets showing when costs will be incurred across project phases
Program Portfolio Budgets
Operations managers overseeing multi-program portfolios with complex interdependencies.
- Roll up project budgets to program level with automatic variance consolidation
- Cross-functional resource allocation tracking shared resources across multiple initiatives
- Multi-year planning and forecasting with year-over-year comparisons
- Link calculations to break complex programs into manageable project budgets
Marketing Campaign Budgets
Marketing teams managing campaign spend across channels, tactics, and time periods.
- Compare planned vs actual campaign costs with real-time variance tracking
- Time-based budget releases tied to campaign phases—awareness, consideration, conversion
- Share budget views with stakeholders via public links without giving edit access
- Channel-based budgeting—organize by paid social, content, events, PR, and more
Participate from anywhere with RollupCalc
Versions & Change Management
Create baseline, revised, actual, and forecast versions. Track what changed, when, why, and by whom. Additive change sets let you see base budget + proposed changes separately.
Connected Budget Ecosystem
Break large organizational budgets into manageable departmental budgets. Link project budgets to master program budgets. Changes in linked budgets automatically update parent totals.
Time-Phased Budget Planning
Spread annual budgets across months with intelligent phasing. Track monthly burn rates and cash flow projections. See when you'll actually spend the money, not just the total.
Stake-Holder Budget Sharing
Share budget views with executives, board members, or clients without giving edit access. Generate time-limited public links for external stakeholders. Control what they see—share specific versions or comparisons to tell the right story at the right time.
Complete Audit Trail
Every budget change is automatically tracked with user, timestamp, and optional notes. See the full history of any cell—who changed it, when, from what to what, and why. Perfect for audits, compliance, and understanding how your budget evolved over time.
Why not use a spreadsheet?
Spreadsheets are great and RollupCalc is not trying to replace them. But there are some things that spreadsheets just don't do well - and handling hierarchical data is one of them.
Native nested data support
Whether we think about it or not, we all deal with hierarchical data every day. RollupCalc handles nested data natively, making it easier to understand and navigate.
Connect and rollup data
Connect a network of calculations and rollup the data into a single view. Delegate work to your team and instantly see the results as they work.
No formulas needed
You don't need to be a spreadsheet expert to use RollupCalc. Just enter your data and let RollupCalc do the rest. No formulas to write or protect from accidental edits.
