The Martus Budgeting Tool - the Planner

Modified on Wed, Nov 6 at 12:12 PM

The Martus budgeting tool is named the Planner. It is a powerful and flexible budget tool that is also extremely easy to use. 


The following links will walk you through understanding the Planner:


Step 1: 

Create a Budget


Step 2: 

Do the Work of Budgeting


Step 3:

Final Steps for the Budget Year


Want to go deeper? Check out these articles: 

  1. Special Purpose Worksheets
  2. Creating a budget based on 12-month actuals

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