Budget

The Budget view helps you plan spending for a project by year, track actual expenses, and optionally run an approval workflow.

Open it from the sidebar: Budget.

First-time setup

If no budget exists, you’ll see:

• Create Budget — start a new budget for the current year
• Copy from [year] — duplicate a previous year’s plan (when available)

Summary cards

When a budget exists, four cards show the big picture:

Card	Meaning
Desired Budget	Your target spend for the year
Calculated Total	Sum of all planned line items
Spent (actual)	Real expenses logged so far
Remaining	Desired minus spent

A progress bar warns when spending approaches your threshold.

Toolbar

• Year — switch calendar years or start New year…
• Settings (gear) — contingency, warn threshold, category caps, approval rules
• History (clock) — audit log of changes
• Export — download plan, expenses, or variance as CSV
• Print — printable report
• What-if scenario — try changes without saving (Apply or Discard)
• Snapshot — save a labeled copy (for approvers)

Workflow status

A banner shows where the budget stands:

Status	Meaning
Draft	You can edit freely
Pending approval	Waiting for an approver
Approved	Locked; approvers can reopen if needed
Rejected	Returned for edits

In Draft, use Submit Budget when the plan is ready.

Tabs

Overview

Charts and KPIs: burn rate, cost mix, budget vs actual, and warnings that link to the relevant area.

Assignees

Team members on the project with pay type (hourly or salary), rates, and quarterly costs. Use Adjust to change allocation. Labor plan compares planned effort from project tasks to actual spend.

One-Time

Single purchases (equipment, licenses, etc.). Manage categories, filter and sort, add rows with name, amount, category, date, and description.

Recurring

Subscriptions and repeating charges (weekly, monthly, yearly). Log payment creates an expense from a recurring line.

Expenses

Record real spending: date, name, category, amount, payment method, optional link to a budget line. Filter by month or category.

Quarters

Quarter-by-quarter Plan vs Actual by category.

Settings dialog

• Contingency — reserve percentage on top of the plan
• Warn threshold — when to flag high spend
• Accrue recurring — count recurring items as committed even before logged
• Require approval — budget must be approved before it’s final
• Category caps — spending limits per category

Tips

• Log expenses as they happen for accurate Spent and Remaining
• Use Export before year-end reviews
• Check Overview warnings when actuals drift from plan