Frank doesn't have a dedicated budget feature yet, so there's no single button that turns on "budget tracking." What you can do is combine two things Frank already has: a target you set once and a CFO Briefing that checks your numbers against it every week, to get most of the same result.
Set Your Target First
Before building the briefing, give Frank something to compare against:
Go to hellofrank.ai/frank/training (type it directly into your browser; it isn't in the main menu yet).
Open the Goals tile.
Set a timeline, then fill in whichever targets apply: revenue target, COGS margin target, net profit target, owner's distribution target, or a debt paydown target.
Select Save Changes.
Example:
Revenue target: 2MM (100%)
COGS: 40% of revenue (if applicable)
OPEX: 20% of revenue
Owner's Distribution: 15% of revenue
Debt Paydown: 5% of revenue (if applicable)
Net Profit: 20%
One thing to know going in: Goals holds a single, company-wide target for each of these, not a detailed breakdown by department, capex, or opex. If a client needs that level of detail, you'll need to include their specific department figures directly in the briefing prompt itself (see below), rather than relying on the Goals tile to store them.
Why a CFO Briefing, Not a Custom Report
Frank can schedule two kinds of recurring output, and only one of them fits here.
A Custom Report can only be a chart; it's created by clicking Add to Report underneath a chart Frank has already given you.
A written comparison or a table doesn't get that button. Since a weekly budget check is naturally a table or a short write-up rather than a chart, it should be structured as a CFO Briefing instead.
Build the Briefing
Click the megaphone icon in the left-hand menu to open CFO Briefings.
Choose to build a custom briefing rather than a preset.
Write a prompt asking Frank to compare this week's actuals to your target and flag any variances. See the example below.
Set the frequency to weekly, and pick a day and time. Monday at 7:00 AM is a common choice, so you start the week already knowing where you stand.
Add anyone else who should see it, such as a co-founder, business partner, or bookkeeper.
Click Create Briefing, then Run Now to see the first one immediately, before its scheduled send.
An Example Prompt
A prompt along these lines works well:
Give me a weekly budget update. Compare this week's and month-to-date actuals for revenue and spending against my target of $[amount]. Tell me whether I'm on or off track, and flag any category with significant variance. In a table.
Adding in a table gets you a real table rather than prose, which is worth doing if you or the client want to copy the numbers into a spreadsheet to build a running history over time.
What This Can't Do Yet
This is a workaround built from existing pieces, not a stored budget object, so it's worth knowing the limits:
There's no persistent record behind it. Frank re-reasons against your target fresh each week rather than tracking variance in a saved history, so the emails themselves are the record unless you paste the tables into a spreadsheet yourself.
Goals only holds one overall target per category, not a department-by-department or capex/opex breakdown. For that level of detail, include the specific figures directly in the briefing prompt.
If the target changes, you need to update it yourself, either on the Training page or in the briefing prompt. Frank won't know a budget has been revised unless you tell it.
Summary
Set your target on the Training page under Goals, then build a custom CFO Briefing on a weekly schedule that asks Frank to compare actuals against that target and flag variances. It isn't a true budget-vs-actual feature with its own stored history, but it gets you a weekly on-track-or-off-track check with very little setup.