Practice Quick Budget® Free
Running a mental health group practice means wearing a lot of hats, but stressing over where your marketing dollars are disappearing shouldn’t be one of them. We built the Practice Quick Budget® Free tool to give practice owners like you a practical, stress-free way to keep tabs on every dollar—from digital ads and directory listings to software tools. It’s an easy, interactive guide that tracks your category spends and real-time KPIs at a glance, so you can keep your growth on track with complete confidence and focus on supporting your team and your clients.
(A Quick Reference Guide)
1. Adding a New Budget Line
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Open the App in your browser.
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Select the Billing Month for the expense (e.g.,
2026-09). -
Choose the appropriate Category (e.g., Marketing & Advertising, Website & Digital Presence, Software & Analytics).
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Enter the Subcategory / Expense Item name (e.g., Google Search Ads, Psychology Today Subscription).
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Add the Assigned Person managing the item and any Estimated Hours.
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Fill in the Target KPI / Objective, Estimated Cost ($), and Actual Spend ($).
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Click Append Budget Line. A green confirmation banner will appear at the top when saved.
2. Viewing Performance & Reports
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Click the Budget Report tab at the top right of the application.
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Use the Filter Period dropdown to view data for a specific month or all-time totals.
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Review total spend, remaining variance, category breakdown progress bars, and Chart.js analytics graphs.
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Check the KPI Badges next to each category (Under Budget, At Limit, or Over Budget).
3. Editing an Existing Entry
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Switch to the Budget Report tab.
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Scroll down to the Manage Entries table at the bottom.
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Click the Edit button next to the row you wish to update.
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The form will automatically pre-fill with the existing details, and a banner will indicate you are in Edit Mode.
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Make your updates and click Update Budget Line to save the changes
