Budget Management
Plan with precision
Create annual budgets per yacht, define spending categories, and monitor real-time variances between planned and actual costs. Track crew expenses, maintenance, provisioning, and fuel within one central dashboard.
What you can do
Key features.
Budgets for every purpose
Create budgets for APA, refit projects, seasonal operations, annual plans or any custom purpose.
Templates and your own categories
Start from a template or build your own categories: fuel, crew, maintenance, provisioning, port fees and more.
Monthly allocation
Split the annual figure month by month and see how each period is tracking.
Budget against actuals
Compare plan with actual spending by period, category, supplier or yacht.
Approvals and change history
Submit budgets for approval and keep a clear record of every adjustment.
Reports and exports
Multi-currency reports, downloadable as PDF or Excel for owners, accountants and the office.
How it works
From start to finish.
- 01
Plan
Build the budget from a template, by category and by month.
- 02
Approve
The owner or the office approves it. Every change is recorded.
- 03
Track
Approved expenses and invoices land against their budget lines.
- 04
Analyse
Variances, spending patterns and a better forecast for next season.
YachtBooks Intelligence
Just ask.
Ask about Budget Management in plain language and get the answer from your own data.
More about YachtBooks Intelligence- How much have we spent this month compared with budget?
- Which categories are over budget this season?
- How does our fuel spending compare with last year?
- What is left in the APA budget?
Flexible
One structure for APA, refit and the season.
Every yacht runs differently. Create as many budgets as you need, each with its own period, currency and categories, without forcing every operation into the same template.
Analysis
Spot the overrun before it becomes a problem.
A category running over, a supplier getting more expensive, a change in spending: YachtBooks makes it visible during the month, not after the season.
Planning
Next year's budget, built on this year's numbers.
Previous budgets and actual spending give you realistic forecasts and a benchmark for every period and category.
“The financial management features are also well organized and efficient.”
FAQ
Common questions.
Can I create more than one budget per yacht?
Yes. Create separate budgets for annual operations, APA, refit projects or any other purpose, each with its own period and categories.
Can I use my own categories?
Yes. Start from a template or create your own categories and sub-categories to match how the yacht reports.
Which currencies are supported?
Budgets and reports work in multiple currencies, including EUR, GBP, USD and TRY, with exchange rates managed in the platform.
See it in action.
Book a demo and we'll walk you through it with your yachts in mind.