FreeAgent Budget Summary

This Firefox and Chrome extension adds a small graph to the FreeAgent project summary screen showing the labour spend, project expenses and remaining budget.

FreeAgent is a web application to help small businesses like us keep our accounts in shape. It’s great and it makes our lives so much easier but it lacks a quick way to see if a project is on track or in danger of going over budget.

Using the information already contained on the project summary screen, the extension creates an At a Glance box containing a stacked bar chart showing expenses, labour (time multiplied by billing rate) and remaining budget.

If your project has the misfortune to go over budget, this is also shown on the chart.

Install

Click to install FreeAgent Budget Summary.

Firefox users need to add the Greasemonkey extension before clicking the link above.

Google Chrome users just go ahead and click the install link, you have Greasemonkey functionality built in.

Internet Explorer and Safari users may be able to get add-ons to support Greasemonkey scripts but we haven’t tested this so we can’t give you any guidance.

The extension runs entirely within the page in your web browser. None of your personal information is sent anywhere else.

We’ve been using it for a week or so and it’s been really helpful. We hope you find it useful too.

Limitations

The chart is not shown if the project does not have a budget or billing rate set. Also, if the budget is set in days rather than hours or pounds, the chart is not shown as it is not possible to convert days into hours without knowing the length of a working day (i.e. 7, 7.5 or 8 hours).

Billable and unbillable hours are counted together.

Change Log

  • v1.4 – 15 Nov 2011
    Updated to match new freeagent.com URLs
  • v1.3 – 20 Jul 2011
    Tweak to account for change in page HTML
  • v1.2 – 6 Jul 2011
    Fixes bug that stopped it working on other FreeAgent domains (thanks Japh)
    Auto-detects the currency
  • v1.1 – 25 May 2011
    Shows exact figure for labour, expenses and remaining budget as well as graph
  • v1.0 – 13 Apr 2011
    First public release

Posted by
Tamlyn Rhodes on 13 Apr 2011

Tamlyn has been making websites for 15 years. He has extensive experience of both client- and server-side development as well as user experience design.

Prior to joining Outlandish, Tam worked for clients including LogicaPlusnet, the BBC and Imperial College as well as being involved in several open source projects.

Comments
"Hey guys, Great little script! I hadn't even realised I needed it til I found it :) I've tweaked it a little for my own purposes, so that it uses my sub-domain instead of yours and my currency symbol too. One suggestion I would make, is that you make the script use whatever currency symbol is already on the page? That might make it a little more user-friendly. Thanks again!"
Japh
04 Jul 2011
"Nice one Japh, fixed the sub-domain bug and added the currency auto-detect function. Glad you like it."
Tamlyn
06 Jul 2011
"Wow...I've got the latest version to work fine on Chrome & Windows 7! Thanks...what a brilliant tool...this is just what I needed and great for a visual feel on where you are on costs!"
Sean
09 Aug 2011
"Brill - easy, simple and provides just the overview needed. Thanks"
Richard
12 Aug 2011
"Great work. Really nice little integration. It's amazing FreeAgent haven't added this themselves! Thanks"
Justin
27 Oct 2011
"Epic! I agree with Japh "Great little script! I hadn’t even realised I needed it til I found it :)""
Dave
09 Mar 2012
"With the new release of Freeagent last month our budget summary extension isn't currently showing, as soon as we make a fix we will let you know."
abi
03 Jul 2012
"Any word on fixing this?"
Tim Gaunt
09 May 2013

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