Each budget item includes:

• Name: what the cost is for (e.g., "Venue deposit", "Catering for 200 guests").
• Description: additional details or notes about the cost.
• Category: which spending category this belongs to (see below).
• Estimated cost: what you expect to spend.
• Actual cost: what you actually spent. This can be updated as invoices come in.

Budget items are organized into 10 standard categories:

• Venue: rental fees, facility charges, and venue-related costs.
• Catering: food, beverages, service staff, and related expenses.
• Equipment: rental or purchase of production equipment (lighting, sound, video, etc.).
• Talent: performer fees, speaker fees, and talent-related costs.
• Travel: transportation, accommodation, and travel expenses for crew or talent.
• Marketing: promotional materials, advertising, and branding costs.
• Staffing: crew wages, contractor fees, and labor costs.
• Decor: decoration, design elements, signage, and scenic materials.
• Permits: licenses, permits, insurance, and regulatory fees.
• Other: anything that does not fit the above categories.

You can filter the budget view by category to focus on specific areas of spending.

Set a total budget cap on the project level. This represents your overall spending limit. The budget view shows a progress indicator comparing total actual costs against the cap so you can see at a glance whether you are on track.

You can also set the currency for the project (e.g., USD, EUR, GBP, SEK). The currency applies to all budget items in the project.

Budget data is only visible to team members with write permission. Read-only members cannot see budget information. This keeps sensitive financial data limited to the people who need it.