Budget
Track estimates, commitments, payments, and categories
Budget keeps spending visible across the planning process. It should line up with reports and any chatbot/planner summaries so the couple sees one consistent budget picture.
Budget total
Categories
Expenses
Reports
Budget workflow
- Enter the overall budget target.
- Create or use categories such as venue, catering, attire, entertainment, floral, photo/video, print, travel, and miscellaneous.
- Add estimates early, then update to committed and paid amounts later.
- Attach notes for vendor names, due dates, and payment status.
- Review totals in reports and any dashboard summary.
What to track
| Field | Purpose |
|---|
| Estimated cost | Planning placeholder before a quote is final. |
| Committed cost | Amount agreed with a vendor. |
| Paid amount | Money already paid. |
| Balance due | Remaining amount and due date. |
| Category | Needed for meaningful totals. |
| Notes | Vendor, contract, invoice, or internal reminder. |
Consistency checks
- Budget figure should match across Budget, reports, planner dashboard, and chatbot summaries.
- Delete functionality should be verified after refresh before relying on cleanup.
- If one page shows a different number, treat it as a sync/source issue.
Practical warning
Do not hide estimatesLeaving estimated costs blank makes the budget look cleaner but less useful. Use best estimates early, then refine as quotes arrive.
Need more help?
If you have tried the checks on this page and the issue still is not resolved, open a support ticket with the couple/site name, the page you were using, and what you expected to happen.