Budget Manager

Budgets have a way of getting away from you. This one won’t. Track every expense, every payment, every commitment — and always know exactly how much is left.

Budget KPIs

Four key metrics displayed at the top of the page:

Total Budget — The overall cap you’ve set for your event
Spent — Total amount already paid, shown as a percentage of your budget
Committed — Amount locked in via signed vendor contracts
Remaining — Balance available for new expenses

Expense Table

A categorized list of all your expenses, grouped by budget category (Venue, Catering, Photography, etc.).

Each expense row shows:

Description and vendor name
Estimated cost and actual amount paid
Payment status (Pending, Paid, Refunded, Cancelled)
Quick actions via a kebab menu (edit details, change status, delete)

Click any row to open the full edit dialog.

Search & Filters

Search — Find expenses by name or vendor
Status filter — Filter by payment status (Paid, Pending, Refunded, Cancelled)
Category filter — Filter by budget category
Active filters appear as removable pills below the search bar

Bulk Actions

Select multiple expenses with checkboxes to:

Mark as paid
Change payment status
Move to a different category
Delete selected expenses

Add & Edit Expenses

Create new expenses with:

Description
Amount
Budget category
Payment status
Vendor name (paid to)
Optional notes

Edit existing expenses by clicking a row or using the kebab menu.

Upcoming Payments

A timeline sidebar showing scheduled payments in chronological order, so you know what’s due next.

Export

Download a CSV report of all your expenses for offline tracking or sharing with your planner.

Page Layout

The page uses a two-column grid layout:

Main area (70%) — KPI bar + expense table with filters and bulk actions
Sidebar (30%) — Upcoming payments timeline

On mobile, the layout stacks vertically with a card-based expense view replacing the table.