Budgeting for QuickBooks Online, inside Google Sheets. Built for startups and small businesses that want to streamline their annual budgeting and forecasting processes.

Let's slide into it.

OtterSlide Budgeting turns your existing financial data into an intuitive monthly budget in Google Sheets, and keeps your P&L, Balance Sheet, and Cash Flow in step as you edit.

Everything you need to make a budget, all in one place.

Three statements, one budget

Build a monthly P&L, Balance Sheet and Cash Flow with your actuals filled in and budget months ready to edit.

Plan vs. actual, without the guesswork

Lock in a final budget for the year, then run variance reports that compare your actuals to it.

Understand the details

Drill down on any actual month to see the list of transactions that make up the number.

Six steps, then you're floating.

01

Get an OtterSlide Budgeting subscription

Install from Google Workspace Marketplace. 14-day free trial, no credit card needed.

02

Connect to your accounting system

Securely sign into QuickBooks Online through the OtterSlide Budgeting app to connect it to Google Sheets.

03

Sync your financial data into a Google Sheet

Pick your start year, then sync. Your transactions and chart of accounts land in your spreadsheet.

04

Build a working budget

Build your P&L, then a Balance Sheet and Cash Flow, from your actuals.

05

Finalize your budget

Lock in the final budget for the year so you have a fixed plan to measure against.

06

Build reports

Run variance and executive reports, and drill down from any actual to the transactions behind it.

Your data is your own.

OtterSlide Budgeting never sees or stores your data.

Ready to get started?

Install OtterSlide from Google Workspace Marketplace and connect your QuickBooks company.

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