The Budget Overview is a tool used to plan, manage, and track all financial aspects of your event in one place.
It gives you a clear snapshot of your total budget, how much has been spent, and how much remains, helping you stay in control of your event finances.
What Information Can You See in the Budget Overview?
When you open the Budget Overview, you’ll see a high-level summary of your event’s financials.
Your Budget Summary Includes:
Total budget
Total expenses
Total revenue (if applicable)
Remaining budget
This allows you to quickly understand the financial health of your event at a glance.
Creating Budget Line Items
You can add individual budget entries (line items) to track specific costs or revenue.
To Create a Line Item:
Click “Create Line Item” in the top right
Enter the required details:
Title
Type (Expense or Revenue)
Amount
Status (Pending, Deposit Paid, Paid)
Tags
Order number (optional)
Once created, the line item will appear in your budget list.
Viewing and Managing Line Items
All budget line items are displayed in a clear list format, making it easy to review and manage your event finances.
Each Line Item Shows:
Title
Type (Expense or Revenue)
Status
Tags
Amount
Filtering Your Budget
You can filter your budget to quickly find specific items.
Available Filters:
Type (Expense or Revenue)
Status (Pending, Deposit Paid, Paid)
Tags
This allows you to:
Focus on unpaid or pending costs
Review specific categories of spending
Organise your budget more efficiently
Editing Budget Line Items
All budget line items are fully editable.
This allows you to:
Update amounts as quotes change
Adjust payment statuses
Add or update tags
Keep your budget accurate and up to date
Staying on Top of Your Event Budget
By keeping your budget updated with accurate line items and statuses, you can maintain full visibility over your event finances and avoid unexpected costs.
The Budget Overview ensures everything is tracked, organised, and easy to manage in one place.