Give each account a target.
Use prior-month actuals to fill blank budgets, copy a saved plan, or enter amounts yourself. Add notes to explain a new hire, a supplier increase, or a planned campaign.
QuickBooks + DineTraction Control / $49 per month per restaurant
The books tell you
what happened.
Plan what comes next.
Turn connected financial statements into account-level budgets, clear actual-versus-plan comparisons, and an outlook your investors can understand.
Book a QuickBooks planning demoControl Reporting $197 + QuickBooks $49 = $246/month per restaurant. Four Control users included. Provider subscriptions, taxes, and separately quoted services are extra.
Inside DineTraction / QuickBooks
Your numbers.
Your next move.
See the tools you’ll use to plan the month, understand the differences, and explain the outlook.
Actual product screens and exported reports with illustrative sample data. Examples are independent demonstrations, not customer results.
DineTraction ControlSample data
01 / Plan each account
Build the monthly budget
Plan by Income, Cost of Goods Sold, and Expenses. Compare prior-month activity, set account budgets, and review Intelligent Forecast estimates before saving your month-end outlook.
Make the plan specific enough to act on.
QuickBooks add-on $49/month per restaurant
Added to Control Reporting, from $197/month per restaurant. Your QuickBooks subscription is separate.
See it with your restaurant in mind Open the sample investor report (PDF)Plans and assumptions are saved in DineTraction. Actuals are read from QuickBooks when you open or refresh the plan. Projections are management estimates of accounting profit, not cash balances or guaranteed results.
A practical monthly rhythm
Plan. Compare.
Explain. Adjust.
For owners, financial managers, and the people who need to understand the performance behind the numbers.
Find the difference that matters.
Open or refresh the plan to read posted QuickBooks figures. Compare dollar and percentage variances. Higher revenue and lower expenses have different meanings, so indicators reflect the account type.
Show the outlook and the why.
Update month-end forecasts, compare three scenarios, and export a visual investor packet with the assumptions, variances, charts, and detailed accounts.
Know what your forecast is telling you.
What can I change in a scenario?
Choose 3, 6, 9, or 12 future months. Set pessimistic, moderate, and optimistic assumptions. Adjust first-month changes and monthly growth for income and expenses, override individual accounts, and hold fixed costs steady. Projections start after your chosen base month.
Does this change my QuickBooks books?
No. Statements and actuals are read from the connected company. Budgets, notes, and forecast assumptions are saved in DineTraction. Bookkeeping and changes to source accounting records are outside this add-on.
Does under budget always mean savings?
No. An expense may not have posted yet, and a partial month is not a completed month. The report shows the actuals date and missing account coverage. Unreported values remain pending rather than becoming zero.
Is the projection a cash-flow forecast?
The scenario tool projects accounting profit using your selected base and assumptions. It does not calculate future cash balances, debt payments, or investment returns. The separate QuickBooks cash-flow statement shows the historical report available from your books.
What can I share with investors?
Download a PDF, use the supported device share option, or open it for printing. The packet includes visual comparisons, variance drivers, margins, account details, and optional notes. Enabled scenarios add charts, monthly results, and account assumptions. Sharing is an action you choose; reports are not automatically sent to investors.
What do I need to get started?
A Control subscription, an authorized financial user, and a connected QuickBooks company mapped to your restaurant. The $49 add-on is separate from your QuickBooks subscription. We confirm connections and setup during onboarding.