Built for nonprofits and small businesses on QuickBooks Online
Budgets your board can read. Books your auditor can trust.
Budget vs actual, bill approvals and reports, straight from QuickBooks Online. One plan, everything included.
The Budgets list: every budget's income and expenses plan, what has been spent so far, and what remains, read live from QuickBooks Online.
Nonprofit budgets live in spreadsheets. The books live in QuickBooks Online. They drift.
Grants
Restricted funds tracked by hand.
Approvals
Bills approved without the budget in view.
Reporting
Board packets rebuilt every month.
Features
From the budget to the books
See every budget against the books
Budgets by project, class, location or the whole company, with actuals through today on both the expense and income side.
The Budgets list: every budget's income and expenses plan, what has been spent so far, and what remains, read live from QuickBooks Online.
Know what is left before it is spent
Budget vs actual per line, projections, and the overhead rate applied, with unmapped accounts surfaced instead of hidden.
A project budget compared line by line with actual spending from QuickBooks Online, with a projection to year end and the accounts that are not yet on any budget line.
Split shared costs across programs
Allocate rent, payroll and other shared costs across classes or projects, review every debit and credit, and post the balanced journal entry to QuickBooks Online.
The allocation review: a month of rent split across four programs by class, every debit and credit listed, balanced, ready to post as one journal entry to QuickBooks Online.
Approve bills with the budget in view
Step-by-step approvals. The impact strip shows which budgets a bill lands on before anyone approves it.
A bill from QuickBooks Online in its second approval step, showing who approved, who decides next, and how the bill changes each budget it lands on.
Reports your board can read
The Budgets Report with pace per budget, exported to PDF or CSV in one click.
The Budgets Report: income and expense totals across every budget, and each budget's pace against its period, from QuickBooks Online actuals.
How it works
Connect QuickBooks Online
Nothing to install, standard OAuth.
Build your budgets
Accounts map to budget lines.
Approve with the budget in view
Bills and invoices flow through approvals and post back to QuickBooks Online.
One plan. Everything included.
One price per company. Every feature is in the plan.
What's included
- Up to 50 users
- Every feature
- QuickBooks Online sync
- PDF and CSV exports
- Email support
Why it's safe to start
- Intuit App Partner, Silver tier. Listed on the QuickBooks App Store.
- Secure checkout by Stripe. Card details never touch our servers.
- Cancel anytime. No contract. Invoices and receipts in your billing portal.
- Built for financial data. Security-reviewed, monitored, revocable access.
One plan, everything included
$336 billed once a year, per company
No credit card needed. Cancel anytime.
Prices in USD, per company, up to 50 users. Taxes may apply.
The people behind it
Katelynn Hidalgo
Co-founder
Nonprofit Accountant – She leads KND Solutions Consulting in accounting services for clients. She brings nonprofit accounting standards and practices to IdealAllocations.
Nicolás Hidalgo
Co-founder
Electrical Engineer – He leads the systems and implements tools for clients at KND Solutions Consulting. He brings vision and efficiency to IdealAllocations.
Alejandro Aliaga
Co-founder
Software Engineer – He leads the design and build of IdealAllocations. He brings the expertise of intuitive software and scalability for IdealAllocations.
Try it with your own books.
14-day free trial, connect in minutes, cancel anytime.