Effective controlling with Frienton | An introduction
Planning, budgeting, cash management, plan/actual comparison, reporting & KPIs with Frienton
What is it about?
The video explains the planning and controlling functions for liquidity management in Frienton.
It shows how budgeting, cash management, and the target-actual comparison work and how financial data is prepared for reporting and KPIs.
Key Contents
1️⃣ Structure of planning
- Found under the Planning tab
- Three sections: Overview, Plan/Actual & Budgeting
- Display of income, expenses & account balance (past and planned)
- Period selectable flexibly (e.g., monthly, quarterly, annual view or year-to-date)
2️⃣ Budgeting & data entry
- Enter values manually or via copy & paste from Excel
- Monthly or annual planning possible
- Record tax payments as positive (refund) or negative (payment) values
- Manage categories via the plus symbol or under Settings > Categories
3️⃣ Plan-actual comparison & reporting
- Left side: planned values
- Right side: actual values
- Automatic calculation of variances (absolute and percentage)
- Comments can be added per line
- Export possible as PDF or CSV
- Year-to-date view (switch at the top right)
4️⃣ Team access
- User management enables direct access for team members or stakeholders
- Access to plan-actual comparison & reports can be configured
Summary
Frienton offers an integrated planning tool with budgeting, cash management, and automated plan-actual comparison.
This facilitates reporting and financial management in real time.
Updated on: 07/12/2025
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