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Budget and Expense

Managing your event budgets and expenses has never been easier. Organize spending, track budgets, and see at a high level, how you are tracking for each event.

The first step is creating a Budget and Expense record to group all future created Expense records.
Then you can create expense records related to an event and based on the Expense category, they will automatically relate to the Budget and Expense record, then roll up to the Event.

Budget And Expense

How to create a Budget and Expense record.

  • Click "New" Budget and Expense (related list) on the Event
  • Enter the estimated amount
  • Select the category & sub category
  • Save

Creating a Budget and Expense record rolls up the totals to the event.

Log an Expense Entry

Once you have an actual price based on your budget, you can file an expense. Expenses track the actual amount you have spent overall on your event. In the example below, we budgeted for $50 but actually spent $75 on Audiovisuals.

To create a new Expense Entry follow these steps:

  • Click "New" Expense Entry (related list) on the Event
  • Enter the actual amount, category, subcategory, transaction date, and vendor (account)

You don't need to define the Budget and Expense. If you already created one with that category/subcategory, it will be automatically added.

  • Save

Auto Populate Data

  • If you add a new Expense Entry, and define the Budget & Expense field you don't need to define the Category or Subcategory. This will automatically populate from the Budget and Expense record.

  • If the Budget & Expense record is associated with an Event, the event is auto-populated on Expense Entry.

Updated 11 months ago


Budget and Expense


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