Simplify the way you manage budgets

Simplify the way you manage budgets

Managing large budgets and getting multiple sign-offs can take a lot of time and energy. Simplify the process by bringing your budget planning and management teams together in a common workspace with the apps and files you use every day.

Your browser does not support video. Install Microsoft Silverlight, Adobe Flash Player, or Internet Explorer 9.


Store files like templates and historical budget documents in your Microsoft Teams channel for easy access and standardization. Then share important updates and track departmental needs, commitments, and budget releases in the same channel to ensure clarity across the team. 

You can also add interactive Power BI dashboards directly to the channel, so everyone can easily see quarterly committed budgets and corresponding expenditures.


  • Automate approval and sign-off.

  • Store and access everything you’re working on in one place.

  • Ensure project information is always available to the team.

Learn More

Use and share files

Stay a step ahead with Microsoft 365

Need more help?

Expand your Office skills
Explore training
Get new features first
Join Office Insiders

Was this information helpful?

Thank you for your feedback!

Thank you for your feedback! It sounds like it might be helpful to connect you to one of our Office support agents.