Financial Management in Tally

Last Updated on: 16th May 2025, 11:05 am

Financial Management in Tally Prime

Every Business has its objectives and goals. It must have an efficient mechanism to set its targets and appraisal of achievements in respect to the target. To exercise the important management controls, Tally provides several management tools like:

Financial Budgets in Tally Prime

Budgets are Future plan and tools for managing business & industry in a planned manner. Budgets are usually set up in the light of past experience after considering the changes that are expected to occur in the future.

Tally provides tools to set up independent Budgets for Account Groups, Ledger Accounts & Cost Centres, with an efficient reporting and analysis of Actuals, Budgets & Variances.

Financial Scenarios in Tally Prime

Scenarios are Financial Models to evaluate What If  situations by emulating various hypothetical scenarios.

Tally provides innovative method of creating flexible scenarios with dormant vouchers to emulate  Scenarios of any conceivable situation, evaluate each scenario and re model s per changing situations

Business Performance Analysis in Tally Prime

Tally provides Key Financial Ratios  give snapshot of all key Financial Ratios & figures at a keystroke

Tally provides one screen dash board showing all ke Financial Ratios for quick glance to evaluate the performance of the Company.

Cash Flow & Funds Flow Statement in Tally Prime

Cash & Funds Flow statements help to  evaluate the liquidity position and manage Working Capital efficiently

Though Tally does not provided Cash Flow and Funds Flow  as we know from accounting books,

Cash Flow Statement in Tally Prime

Tally provides a report termed as Cash Flow statement showing the periodical Cash Inflows & Outflows to quick locate periodical Cash shortfalls and idle Cash for better and efficient Cash Management.

Funds Flow Statement in Tally Prime

Similarly, Tally provides a Report called Funds Flow statements showing Working Capital positions for better Financial Management.

Cash Flow Projections Statement in Tally Prime

Cash Flow Projections show adequacy of available Cash (Cash and Free Bank Balance / OD Limit)  to meet the Cash Payment Liabilities (Payables) in time, to avoid payment defaults.

Tally provides a comprehensive report of Cash & Bank Balances, Overdrafts, Cash receivables & payables  and available  Fund, or better Cash planning and management.

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