Plan and Approve: budget sign-off app on Microsoft Fabric

Every budget season, finance chases plans through spreadsheets and email. Versions cross in the inbox, nobody is sure which number was approved, and the report that shows last year's actuals can't take next year's plan in.

A budget app that runs inside Microsoft Fabric. Each cost-centre manager enters next year's plan per account, right next to last year's actuals, and submits it. Finance approves it or returns it with a note.

Sign-off you can trust. Only the approver named for the cost centre can approve, and every step is recorded with the person who took it. The trail can't be edited or deleted.

Finance approves an exact version. Submitting freezes the plan. If anyone changes the numbers after approval, the plan is flagged "Changed since approval" and needs a new sign-off.

The whole round on one screen. What has been requested against last year, what is approved, what is waiting, and what is still with the owners.

Where the money moves. A chart per plan shows each account's change from last year, so the big asks stand out.

Works on a phone, in light and dark mode.

Fabric Apps (preview): Fabric sign-in with Microsoft Entra ID, the app's own SQL database in Fabric, and access rules enforced on the server for every table. Cost centres and actuals are reference data that no user can change from the app.

Live on Microsoft Fabric. Halden Foods and every figure shown are invented for this demo.

Good fit if your budget, forecast or approval process lives in spreadsheets next to Power BI and you want it in one governed place.