Simplify Budgeting: Financial Cloud unveils brand new Budget Tool

London and Glasgow, 28 May 2025 – Financial Cloud, a leading Financial CRM is thrilled to unveil a powerful new update to our Customer Portal. Financial Cloud’s Budget Tool is a powerful new feature designed to help your customers effortlessly track and manage their monthly finances.  

Key Features for Customers: 

• Streamlined Budget Setup: Users can easily set up a personalised budget by inputting their expected income and expenses through a simple, intuitive form.
• Customisable Budgets: Allow users to tailor their budgets by adding or removing specific categories for both income and expenses.
• Real-Time Updates: Users can update their budgets at any time, allowing them to correct mistakes, adjust for unexpected changes or evolving financial needs.
• View Financial Health: Our enhanced dashboard provides users with a real-time snapshot of their budget, offering an at-a-glance view of their financial status
• Track Income and Expenses: Provide detailed breakdown of income and expenses, helping users identify potential overspending and areas where adjustments might be needed.

Smarter Financial Planning Starts Here 

With the Financial Cloud Budget Tool, you can empower your customers to take charge of their finances with ease. From setting up an initial budget to making real-time adjustments and tracking progress through our integrated dashboard, this tool paves the way for smarter, more flexible financial planning. 

Ready to see it in action? Click here to speak with our team.