How to create a Budget Planning Form in Slack for accounting Firms

A form to collect information for budget planning purposes.

Great for accounting Firms

Plan your budget with ease using Forms for Slack! This modal allows you to input details such as budget category, amount, and description. Say goodbye to messy spreadsheets and hello to organized budgeting!

Add the Budget Planning form to your workspace to update it's title, add more inputs and change how it's used in by your team in Slack.

Used by these great teams...

Add this form to your Slack workspace...

Sign in with Slack to add Forms to your Slack workspace. The Budget Planning form will be preconfigured for you.

Open this the form in any Slack channel using the slash command: /form Budget Planning


Want to review or test the Budget Planning form yourself? Here is the raw JSON you can use with Slack's Block Kit builder:

{"type":"modal","title":{"type":"plain_text","text":"Budget Planning","emoji":true},"submit":{"type":"plain_text","text":"Save","emoji":true},"close":{"type":"plain_text","text":"Cancel","emoji":true},"blocks":[{"type":"section","block_id":"budget_title","text":{"type":"mrkdwn","text":"Please provide details of your budget:"}},{"type":"input","block_id":"budget_category","element":{"type":"static_select","placeholder":{"type":"plain_text","text":"Select a category","emoji":true},"options":[{"text":{"type":"plain_text","text":"Food","emoji":true},"value":"food"},{"text":{"type":"plain_text","text":"Entertainment","emoji":true},"value":"entertainment"}]},"label":{"type":"plain_text","text":"Budget Category","emoji":true}},{"type":"input","block_id":"budget_amount","element":{"type":"plain_text_input","action_id":"budget_amount_input","placeholder":{"type":"plain_text","text":"Enter the budget amount","emoji":true}},"label":{"type":"plain_text","text":"Amount","emoji":true}},{"type":"input","block_id":"budget_description","element":{"type":"plain_text_input","action_id":"budget_description_input","multiline":true,"placeholder":{"type":"plain_text","text":"Enter a brief description of the budget","emoji":true}},"label":{"type":"plain_text","text":"Description","emoji":true}}]}

About Forms for Slack

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Create your own Form, or start with one of our many templates.

Collect Form responses in any channel, or use our Zapier integration to send your Budget Planning form responses to Google Sheets, Notion or 3,000+ other systems.

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