What’s Latest in Octo

We’ve been working on updates that make Octo more organized, flexible, and easier to work with. This release introduces Budget Names to help you manage multiple budgets with clarity, plus new Custom Date Range and Section Heading tools to give your reports better structure and precise filtering. These improvements are designed to help you move faster and find what you need at a glance.

🆕 Budget Name Update

We’ve added support for budget names in Octo so it’s easier to organize, scan, and manage multiple budgets per Cost Group. Instead of relying only on period and dates, you can now give each budget a clear, human-friendly label that matches how your team thinks about spend (e.g., “Q1 2026 Infra Budget” or “Wave – Launch Campaign”).

What’s new

Octo Budgets now support a Budget Name field throughout the entire experience — from creation, to editing, to viewing details. When you create or edit a budget, you can assign a descriptive name that reflects its purpose. That name then appears across the budget list, detail view, and dialogs, making it much easier to spot the right budget at a glance — especially if you manage multiple budgets for the same Cost Group.

Name Your Budgets on Creation

When you create a new budget, you’ll now see a Budget Name field in the creation dialog:

Enter a clear, descriptive label that matches how your team plans or tracks spend (e.g., “Prod – 6-Month Stability Budget” or “Marketing – Black Friday 3-Month Budget”).
The name is saved along with all other budget settings (period, amount, alerts, etc.), so everything stays tied to a single, understandable budget.

This makes it much easier to understand what a budget is for — without having to open the details every time.

Clearer Budget List & Details Views

We’ve updated the Budget List and Budget Details screens to surface the budget name prominently:

The Budget List table now shows the Budget Name alongside key info like period, amount, and status, so you can quickly identify which budget is which.
The Budget Details header includes the name as the main title of the budget, making it obvious which budget you’re looking at when drilling into charts, tables, and alerts.
When you open dialogs such as Edit Budget or View Budget Details, the Budget Name is displayed and editable (where appropriate), keeping updates simple and consistent.

This reduces confusion when you have multiple overlapping budgets for the same Cost Group or time window.

Editing Existing Budgets

Existing budgets are also covered by this update:

You can edit the Budget Name when modifying a budget, without changing the rest of its configuration.
If you’ve been using budgets without clear labels, you can now go back and assign names so your list is easier to navigate going forward.

This makes it simple to clean up older budgets and bring them in line with your current naming conventions.

With these updates…

Octo’s Budget Management feature becomes easier to navigate, especially for teams managing several budgets per Cost Group or period. Named budgets help you quickly answer:

“Which budget is for production infra?”
“Which one is for this specific campaign or project?”

No more guessing from dates alone — just clear, descriptive names wherever you work with budgets.

🆕 Reports with Custom Date Range, and Section divider

What’s New

We’ve enhanced Octo to give you more control and a smoother reporting experience. With the new Custom Date Range Selector and the Section Heading widget, you can now filter dates more precisely and organize your reports with better structure. These improvements help keep your workflow clearer and more efficient.

Custom Date Range

We’ve upgraded the date selection experience with a more flexible and intuitive Custom Date Range Selector, giving you full control over how you filter time-based data.

Sample Image

Multiple Ways to Select a Date Range
You now have flexible options to choose your dates in whatever way works best for you:
- Quick-Select Shortcuts
  Instantly apply predefined common ranges — like Last 7 Days, Last 30 Days, Last 3 Months — for fast one-click filtering.
- Custom Period
  Define your own timeframe by picking a start and end date on the dual-view calendar (two months side-by-side), or enter dates manually. Ideal for precise or irregular spans.
- Manual Date Input
  Type your desired dates directly into the Start and End fields for exact control.
Interactive Calendar View
The calendar interface is more intuitive than ever — two months at a glance, easy month-to-month navigation, and instant visual feedback when you select your range.

With these updates, you can choose your dates exactly as you want — clear, flexible, and totally in your control.

Section Divider

Organize your reports with more structure and clarity using the new Section Heading widget.

Sample Image

Section Heading Widget – Add a customizable section heading to your report to structure and organize your content more clearly.
Custom Heading Text & Description – Enter your own heading text and supporting description — ideal for labeling and introducing different parts of your report.
Icon & Avatar Support – Personalize the section heading with an icon or avatar to give visual context and make each section distinct.
Anchor-Link Enabled – Every section heading can serve as an anchor link, making it easy for users to navigate directly to that part of the report.

These new organizational tools help you create more professional, easy-to-navigate reports that guide your readers exactly where they need to go.