Budgeting

Manage your event budget

Plan the costs of your event in budgets and line items, record what is paid, and export the figures.

Steps for

The Budget tab is yours alone: guests never see it. Amounts are in euros.

Create a budget

Open the Budget tab of the event.
Select Add budget.
Enter a Name, for example the venue or the catering, and select Add budget.

The Add a Budget dialog with its name field

Open the Budget tab of the event.
Select the plus button at the top of the screen.
Enter a Name, for example the venue or the catering, and select Add budget.

The Add a Budget screen with its name field

Add a line item

In the budget, select Add item.
Enter Name and Planned amount.
Where you know them, enter Actual amount, Notes and Due date.
Select Add item.

In the budget, select Add item.
Enter Name and Planned amount.
Where you know them, enter Actual amount, Notes and Due date.
Select Add item.

The Add a Line Item screen with the name, the amounts, the notes and the dates

Good to know

An item that is due within 3 days is marked, and so is one that is overdue. Notes have up to 2,000 characters.

Mark an item as paid

On the item, select Mark as paid.
Check Actual amount and Paid date.
Select Mark as paid.

The Mark as Paid dialog with the actual amount and the paid date

On the item, select the button with the check mark, or open its menu and select Mark as paid.
Check Actual amount and Paid date.
Select Mark as paid.

The Mark as Paid screen with the actual amount and the paid date

Good to know

The paid date is today unless you change it, and cannot lie in the future.

Edit or reorder budgets and items

Open the menu of the budget or the item.
Select Rename for a budget or Edit item for an item, then Save.
Select Move budget up, Move budget down, Move item up or Move item down to change the order.

The open menu of an item with its entries to edit, move and delete

Select the budget to rename it, or the item to edit it.
Change what you need and select Save.
To change the order, open the menu at the end of the row and select Move budget up, Move budget down, Move item up or Move item down.

Good to know

On a computer, budgets and items can also be dragged by their handle.

Delete a budget or an item

Open the menu of the budget or the item.
Select Delete for a budget or Delete item for an item.
Confirm.

The dialog that asks whether to delete the budget and all its items

Open the menu at the end of the row of the budget or the item.
Select Delete. An item can also be swiped aside to delete.
Confirm.

Good to know

Deleting a budget deletes its items.

Read the totals

The tiles above the budgets show Planned and Actual over all budgets. Budget progress shows how much of the planned amount is used, and by how much you are over it.

The Budget tab with its three tiles above the budgets

The tiles above the budgets show Planned and Actual over all budgets. Swipe the row to Budget progress: it shows how much of the planned amount is used, and by how much you are over it.

The Budget tab with its tiles above the budgets

Export the budget

Open the Budget tab of the event.
Select Download CSV.

Open the Budget tab of the event.
Select the download button at the top of the screen. The file is handed to the apps on the phone: save it or send it on.

Good to know

The file lists every item with its budget, notes, planned and actual amount, due date and paid date.

Create a budget

Add a line item

Mark an item as paid

Edit or reorder budgets and items

Delete a budget or an item

Read the totals

Export the budget

Need help with your specific event?