Plans that match your needs

Spreadsheets work great for simple budgets, but struggle with complex budget hierarchies. When you need to roll up cost centers to departments to divisions, formulas break. When multiple people edit budgets simultaneously, version chaos ensues. RollupCalc is purpose-built for hierarchical budget management with automatic rollups, change tracking, and approval workflows—no formulas to break.

A budget in RollupCalc is a hierarchical structure of line items organized into unlimited levels—like cost centers rolling up to departments, departments to divisions, and divisions to company totals. Add columns for planned, actual, forecast, or any data you need. RollupCalc automatically calculates totals at every level.

RollupCalc allows importing Excel and CSV files. If you have hierarchical or nested data, just have a column that references the parent row. Upload the file, choose import details, and RollupCalc will automatically create the rows, columns, and cell values for you.

Use versions to track different states of your budget. Create a 'Planned' version for your original budget, an 'Actual' version for real spending, and a 'Forecast' version for projections. Compare any two versions side-by-side to see variances. Perfect for monthly budget reviews and board presentations.

If you need multiple versions and comparison views, be sure to choose a plan that provides this functionality.

When creating a new column or importing data, you can set the data type as text, quantity, amount, or date. Text, amount, and date are self-explanatory.

A quantity column is unique in that it also allows entering a price per unit. You can then add a quantity in a cell and RollupCalc will automatically calculate the total amount. This is great if you are, for example, tracking hours where you can enter an hourly rate in the price per unit and then enter the number of hours in a cell to calculate the total amount.

Yes! After setting up your budget structure once, save it as a template. Templates store your complete hierarchy and columns without any values. Use them for recurring budget cycles—annual planning, quarterly reviews, or monthly forecasts. Just create a new budget from your template and you're ready to go.

If you need templates for recurring budget cycles, be sure to choose a plan that provides this functionality.

Stop wrestling with VLOOKUP and linked spreadsheets. Use linked budgets to break your master budget into manageable pieces. Let each department manager own their budget, then link them into your consolidated company budget. When departments update their numbers, your master budget updates automatically.

If you need to link budgets together, be sure to choose a plan that provides this functionality.

Yes! Add start and end dates to your budget line items, and RollupCalc can show monthly breakdowns. See cash flow projections, when costs will hit, and track burn rates. Perfect for project budgets or campaign spending that occurs over time.

If you need time-phased budget views, be sure to choose a plan that provides this functionality.

Route budget requests through your approval chain automatically. Department heads submit budgets, divisional leads review, and executives approve—all tracked within RollupCalc. See who approved what and when. Rejected budgets return to the submitter with comments. Perfect for organizations needing audit trails and governance.

You can share your budgets with others by creating a public link. This link can be used to view the budget but not edit it.

If you need to share the budget with others, be sure to choose a plan that provides this functionality.