Tip 1: Track Budget Remaining
To see how much money is left before hitting your budget cap:
Go to the Budget tab
Click Add → Budget Level Cost
Label it "Budget"
Select Dollar amount
Enter your budget with a negative sign (e.g., -50000)
Click Save
The negative amount subtracts from the grand total, showing how much you have left to spend.
Tip 2: Track Payments Received
To track partial payments per item:
Click Add → Item Level Cost
Label it "Paid" or "Deposit Paid"
Select Dollar amount
Click Save
A new column appears
Enter payment amounts with negative signs per item
The system calculates the remaining balance for each item.
Key Points
Use negative numbers to subtract from totals
Budget level applies to the whole project
Item level lets you track payments per product
View remaining balances in real-time
Related Features
Add Budget Level Cost and Allowance
Add Item Level Cost to Budget
Add Tax and Deposit to Budget