Recording actuals keeps your budget live — as money is spent, entering those figures lets the system calculate variance and show you where you stand against your plan. Update actuals regularly (weekly or bi-weekly is recommended) to maintain accurate tracking.
How to access: Dashboard → Budget Planner → Transactions
📸 Screenshot placeholder: Transactions page showing the Add New Transaction Record form at the top and the transactions table below — 1200×500px
In the left sidebar, go to Budget Planner → Transactions.
At the top of the page, find the Add New Transaction Record form. Fill in:
Click + Add Transaction. The entry is added to the table immediately and the variance against your estimate updates automatically.
📸 Screenshot placeholder: Add New Transaction Record form showing Category, Sub Category, Amount, and Notes fields with the + Add Transaction button — 1200×180px
You can create a new category or subcategory directly from the transaction form by typing a name that doesn't exist yet. The transaction is recorded and the new category appears in your budget — the estimate for it will show as zero, with the full actual amount as variance.
Find the entry in the transactions table. Click the edit (pencil) icon on the row. Update the amount or notes inline and click Save. Totals and variance figures update automatically.
📸 Screenshot placeholder: A transaction row in edit mode with the amount field editable and Save/Cancel buttons visible — 1200×100px
Click the delete (bin) icon on the entry row and confirm. The entry is permanently removed and all totals recalculate.
Use the search bar to filter by category, subcategory, or notes. Use the date range picker to narrow results by start and end date. Both filters can be used together.
📸 Screenshot placeholder: Transactions page showing the search bar and date range picker open with the filtered results visible — 1100×380px
The Transactions page has two tabs:
| Tab | What It Shows |
|---|---|
| All Transaction Record | A flat list of every transaction in date order |
| Transaction By Category | Entries grouped under their parent category with a per-category subtotal and difference from estimate |
📸 Screenshot placeholder: Transaction By Category tab showing a category header row with transaction sub-entries and a Difference From Estimate row at the bottom — 1200×320px
A negative variance means actual spend has exceeded the estimate for that category. In the Transaction By Category view, the difference displays as a negative number. On the Budget Dashboard, overrun categories are visually highlighted in the charts.
Q: Does Eventify convert currencies automatically?
A: No. All amounts must be entered in the currency set for your event. If a cost was incurred in a different currency, convert it to the event currency manually before entering.
Q: Can I add a transaction for a category that has no estimate?
A: Yes. You can record actuals for any category regardless of whether an estimate exists. The variance will reflect the full actual amount as an overrun.
Q: Is there a limit on how many transactions I can record?
A: No documented limit. Record as many entries as your event requires.
Q: Can I recover a deleted transaction?
A: Deletion is permanent from the admin panel. If you need to recover a deleted entry, contact Eventify support — items may be soft-deleted and recoverable.
