Balance Manage:    Sneak Peek

Fill out the form below to view our Manage webinar recording and see why districts large and small are choosing to get their finances in Balance.

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Access the webinar to learn how Manage provides budget owners with:

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Account Filtering

Parse and filter financial data to analyze spending by year, fund, category, and program—or any other segment from your district’s chart of accounts.

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Transaction Monitoring

Easily search and track purchases by vendor, description, date, or other transaction-level information.

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Custom Reporting

Keep tabs on a particular grant, object code, or another expenditure with our Bookmarks feature. Log in and share bookmarks with other members of your team.

Fill out the form to instantly access the webinar recording.

Get to know Balance

Manage is just one of the four Balance modules helping districts establish equitable budgeting and spending habits that maximize opportunities for students. Download our quick fact sheet below for a high-level overview of our other Balance products. 

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Have you done your mid-year review yet?

Mid-year budget and spending reviews are a great way to see if your district is on track to over or underspend by the end of the school year. But how do you conduct an effective mid-year review? Click the button below to read our tips and tricks.

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