Categories and line items are how you organize your budget — grouping costs and revenue into meaningful areas so you can track spending by type. You can create parent categories (e.g. "Venue") with subcategories (e.g. "Room Rental", "AV Equipment") for as much detail as your event requires.
📸 Screenshot placeholder: Expense Estimate tab showing two parent categories each with subcategory rows and planned amounts — 1100×400px
📸 Screenshot placeholder: Add a New Category section expanded showing the category name field and planned amount input — 1000×200px
Within any existing category, click + Add New Row. Enter the subcategory name and its individual planned amount. You can add multiple rows within one category before saving.
📸 Screenshot placeholder: Category expanded with two existing rows and + Add New Row button at the bottom — 1000×250px
Click the edit (pencil) icon on any existing row. The planned amount and notes fields become editable inline. Update the values and click Save. Changes take effect immediately and the category total recalculates.
📸 Screenshot placeholder: A row in edit mode showing the editable planned amount field and Save/Cancel buttons — 1000×90px
Click the delete (bin) icon on any row and confirm. The item is removed and the category total updates automatically.
Yes. The category and subcategory fields in the Transactions section are creatable — you can type a new category name directly in the transaction form to create it on the fly, without setting it up in Budget Plan first.
| Tab | What It Contains |
|---|---|
| Expense Estimate | Planned costs — money going out, grouped by category |
| Income Estimate | Projected revenue — for internal reference only, not tracked in transactions |
| All Estimate | Combined view of both expense and income estimates with totals |
📸 Screenshot placeholder: All Estimate tab showing both expense and income tables side by side with grand total — 1100×450px
Q: Can I add categories after the event has started?
A: Yes. New categories and line items can be added at any time — before, during, or after the event. This lets you capture unexpected costs without restructuring your original plan.
Q: Is there a limit on the number of categories I can create?
A: No documented limit. Create as many categories and subcategories as your event requires.
Q: Can I rename a category after it has been created?
A: Yes. Click the edit icon on the category row, update the name, and save. Existing transactions linked to that category retain their association.
Q: Do expense categories and income categories work the same way?
A: Yes. Both follow the same structure — category, subcategory, and planned amount. The only difference is that expense actuals are tracked in Transactions, while income estimates remain internal reference only.
