Create and Manage Budget
PlanningStay in control: Manage categories, planned amounts, and actual expenses in one overview
Where do I find this?
Sidebar > Planning > Budget
Step by Step
- 1Go to 'Planning' > 'Budget'
- 2At the top see KPI cards: Total budget (sum of all categories), Spent, Remaining with progress bar
- 3Click 'Add Category' and create categories (Venue, Catering, Photographer, Clothing, etc.)
- 4Enter the planned amount for each category
- 5Click into a category and add expenses: Description, Amount, Paid toggle, Due date, Vendor (free text)
- 6Categories can be reordered via drag & drop
- 7Save the changes
Tips
- Plan a buffer of 10-15% for unexpected expenses
- Enter expenses immediately, not just at the end
- Progress bars per category show where you're over/under budget (green vs. rose)
- Free/Basic: 2 categories (soft-limit banner); Standard+: unlimited