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Budget Tracking Workflow

Real-time event budget management with expense tracking, variance analysis, and financial reporting

Complexity: Moderate | Duration: 15-30m | Category: Industry/Real Estate

Tags: budget expenses financial-tracking variance reconciliation

Workflow Diagram​

Steps​

Step 1: Budget category setup​

Agent: budget

analyst - establish expense categories

Step 2: Initial budget allocation​

Agent: budget

analyst - distribute budget across categories

Step 3: Vendor quote logging​

Agent: budget

analyst - record estimated costs

Step 4: Contract cost tracking​

Agent: accounting

specialist - log committed expenses

Step 5: Payment processing​

Agent: accounting

specialist - execute vendor payments

Step 6: Expense reconciliation​

Agent: accounting

specialist - match payments to budget

Step 7: Variance analysis​

Agent: budget

analyst - identify over/under budget items

Step 8: Budget adjustment recommendati​

Agent: budget

analyst - suggest reallocation

Step 9: Client reporting​

Agent: budget

analyst - provide budget status updates

Step 10: Final reconciliation​

Agent: accounting

specialist - close-out event finances

Usage​

To execute this workflow:

/workflow industry/real-estate/budget-tracking-workflow.workflow

See other workflows in this category for related automation patterns.