# Centralize your ManCo accounting and budgeting

Authors:

Sam Engel, Nathania Fuad

Read time:

1 minute

Published date:

January 6, 2026

Create, edit, and track your management company budget to compare actuals against estimates and keep plans on track.

## Generate a baseline in minutes

Starting a budget from zero takes critical time that could be dedicated to optimizing capital calls or managing due diligence. This new tool uses your historical spend patterns and management fee schedule to generate a recommended budget automatically.

## Edit with context and control

In Carta, adjusting your plan is easy and intuitive. You can now edit line items directly within the budget using inline editing, including tools for applying buffer percentages or making bulk edits to future months. Plus, version history ensures you always have an audit trail of how your financial thinking evolved and who made the changes.

## Prevent drift with side-by-side comparisons

Budgets drive strategic value only when they accurately reflect your underlying income, management company expenses, and fund-level liabilities. Now you can compare your projected spend against actuals in a single view. Spotting discrepancies early helps you adjust course before small variances compound.

## Gain clarity with integrated budgeting

When your budget is integrated and continually refreshed, it shifts from being a static, yearly obligation to a connected, strategic planning tool for managing dry powder. Check out the new Integrated Budgeting Engine in your Management Company Administration workspace today.

# Compare Budget to Actuals Side by Side

## Review your budget and refine as needed for added confidence in your financial plans.

Author: [Sam Engel](/content/author/sam-engel/index.html)

Sam Engel is a Lead Product Marketing Manager for Carta's Fund Administration product. Prior to Carta, he ran a consultancy specializing in marketing strategy and market research, and also built marketing programs at startups.

Author: [Nathania Fuad](/content/author/nathania-fuad/index.html)

Nathania Fuad is a Senior Product Manager based in Carta's San Francisco office. She currently leads products focused on forecasting and planning, including Fund Forecasting and Management Company solutions. Previously, she supported Carta’s API platform and held roles in Strategic Partnerships and Sales.