Setting up your budget creates the financial baseline for your event — the estimated expenses and income that all actual figures will be measured against. Complete this early in the planning phase so you have guardrails before any spending begins.
📸 Screenshot placeholder: Budget Plan page showing Expense Estimate, Income Estimate, and All Estimate tabs with the Currency dropdown visible top-right — 1200×500px
You need:
In the left sidebar, go to Budget Planner → Budget Plan. You will land on the Budget Plan page with three tabs: Expense Estimate, Income Estimate, and All Estimate.
📸 Screenshot placeholder: Budget Plan page with three tabs visible and an empty expense table — 1200×400px
Click the Currency dropdown in the top-right corner. Select the currency your event will primarily operate in.
⚠️ Set this before entering any amounts. Changing the currency later only updates the display label — existing numeric values are not converted. A budget set in USD that is switched to EUR will show the same numbers in EUR, which will be incorrect.
📸 Screenshot placeholder: Currency dropdown open showing available currency options — 400×300px
Open the Expense Estimate tab. Click Add a New Category to create your first expense group. Enter a category name (e.g. "Venue"), add a planned amount, and click Save.
Repeat for each area of spend. For detailed tracking, add subcategories within each category (e.g. "Room Rental", "AV Equipment" under "Venue").
📸 Screenshot placeholder: Expense Estimate tab with two categories added — Venue and Catering — showing planned amounts and the Add a New Category button at the bottom — 1100×380px
Open the Income Estimate tab. Click + Add New Row and enter your projected revenue sources (e.g. "Ticket Sales", "Sponsorship").
Note: Income estimates are for internal planning reference only. They are not calculated against actual transactions in the Transactions section.
📸 Screenshot placeholder: Income Estimate tab with two income rows added — 1100×280px
Open the All Estimate tab to see a combined view of all expense and income estimates. Confirm the structure and totals look correct before the event begins.
📸 Screenshot placeholder: All Estimate tab showing both expense and income sections with totals — 1100×450px
Click Save on the Budget Plan page. Your estimates are now active — all actual transactions recorded in the Transactions section will be measured against these figures.
Q: Can I change the currency after I've already entered budget data?
A: You can change it, but existing amounts will not be converted — only the currency label changes. Correct each existing entry manually after switching. To avoid this, always set the currency at the start before entering any amounts.
Q: Can I have more than one budget per event?
A: No. Each event has one budget. Use categories and subcategories to separate different areas of spend within it.
Q: Can I edit estimates after the event has started?
A: Yes. Estimates can be updated at any time. Changes apply immediately and the variance on the dashboard recalculates automatically.
Q: Should I add a buffer to my expense estimates?
A: Yes. Adding a buffer (typically 10–15%) to expense estimates helps absorb unexpected costs without showing immediate overrun on the dashboard.
