The process of setting a budget, measuring actual versus projected, and requiring extra approval if the budget is exceeded is an important option to Family Offices. This will allow you to present your requests to your constituents for approval, load these into the system, and, at a glance, identify actual spending.  All while preserving the ability to freeze expenditures without additional approval. All of this is handled through intuitive spreadsheets that allow you to map out your expenses by your different entities and charts of accounts. The actual numbers compared to budget are then available via dashboards and reporting.

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