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A Better Way To Approach
Budgeting With Martus.

 

Level up your financial management skills with practical tools designed to help you plan, build, maintain, and reforecast your budget.

 

See how the Budget Navigator can help your team approach budget season with greater clarity and confidence. 

A Stronger Process from Planning to Action.


A successful budget requires a sound process and a clear way to move that process forward.
The Martus Budgeting Playbook and Budget Navigator give you both.

The Martus Budgeting Playbook


Learn what good budgeting looks like. The Playbook highlights the process behind a successful budgeting cycle: the decisions, sequence, habits, and mistakes to avoid.

Built for finance and accounting teams of every size, it provides nine actionable phases  from early preparation and kickoff through approval and reporting.

EXPLORE THE PLAYBOOK
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The Martus Budget Navigator

The Navigator is your working budget timeline within Martus, with both predefined and custom tasks to guide your team along the way. It shows you where to click and what to configure to do the work inside Martus.

Use it to organize the process, see what comes next, and follow clearly defined steps to build, approve, maintain, and reforecast your budget.

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Nine Phases.
One Complete Budgeting Cycle.


The Playbook and Navigator break the budgeting process into nine easy-to-follow steps:
1-Aug-26-2026-08-50-41-6398-PM 2-Aug-26-2026-08-50-41-6472-PM 3-Aug-26-2026-08-50-41-6659-PM 4-Aug-26-2026-08-50-41-6892-PM 5-Aug-26-2026-08-50-41-7188-PM 6-Aug-26-2026-08-50-41-7552-PM 7-Aug-26-2026-08-50-41-7382-PM 8-4 9-4

Together, these steps help you move from the preparation that happens before anyone enters a number to the rhythm that keeps your plan relevant throughout the year.

Learn the Process.
Lead with Confidence.


Start with the Budgeting Playbook to understand the decisions and best practices behind each phase.

When you're ready to budget, open the Budget Navigator in Martus to manage your timeline, assign predefined or custom tasks, and move the process forward.

It's a practical connection between knowing what good budgeting looks like and making it happen.

Build a Stronger
Budgeting Process.


The Playbook and Navigator help your organization:

     • Prepare earlier and avoid last-minute problems
     • Align leadership and contributors around shared priorities
     • Create a clear timeline with defined responsibilities
     • Build, review, and approve budgets with greater confidence
     • Maintain and reforecast the budget throughout the year
     • Turn the approved budget into an active management tool

Ready to Get Started?

Use the Playbook to strengthen your budgeting process. Use the Navigator to put that process into action within Martus. 

EXPLORE THE PLAYBOOK
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Need help? Submit a support ticket or contact your Martus Business Partner.

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