Budgets

Get a complete financial overview of all your projects in one place — budgets, expenses, revenue, and profit and loss at a glance.

Key Features

• KPI Summary Cards: See your total annual budgets, total amount spent, total revenue collected, and overall profit & loss at the top of the page. The P&L value and icon turn green when positive and red when negative.
• Monthly Objectives Grid: Set company-wide monthly spending and revenue targets for any year, side by side with actual figures. Four rows span each month: budget target, actual expenses (with % of target), revenue target, and actual revenue (with % of target). Edit any target cell directly — changes save automatically after a moment.
• Monthly Trend Chart: A 12-month bar chart comparing expenses vs. revenue so you can spot seasonal patterns at a glance.
• Expense Breakdown: A visual breakdown of spending by category (Equipment, Labor, Venue, Travel, Materials, Subcontractor, Software, Insurance, Marketing, Other) showing each category's share of total costs.
• Revenue per Year: A horizontal bar chart showing realized revenue for each calendar year across your full history, with the current year highlighted.
• Project Budgets Table: A sortable table listing every project with its account, annual budget, total spent, percentage used (with a progress bar), revenue target, actual revenue, and P&L. Each project shows a status badge: Under, On Target, or Over budget.
• Recent Expenses: The 10 most recent expenses across all projects, with category, date, and amount.
• Add Expense: Log a new expense against any project directly from this page.
• Export: Download the full project budget table as a CSV file.

How to Use

Reading the dashboard

1. Open Budgets from the sidebar.
2. The four KPI cards at the top give you an instant snapshot — total budgets allocated, money spent, revenue earned, and net P&L.
3. Scroll down to see charts and the full project table.

Setting monthly objectives

1. Find the Monthly Objectives section.
2. Use the arrow buttons to navigate between years.
3. The grid shows four rows for each month: budget target, actual expenses, revenue target, and actual revenue. Actual rows display a percentage vs. your target when both values exist. The annual total appears on the right.
4. Click any budget or revenue target cell and type a new amount. The annual total updates instantly and your changes save automatically.

Logging an expense

1. Click Add Expense in the top-right corner.
2. Select the project, enter a description, amount, and date.
3. Choose a category (Equipment, Labor, Venue, Travel, Materials, Subcontractor, Software, Insurance, Marketing, or Other) and type (Direct Expense, Vendor Bill, or Resource Cost).
4. Add optional notes and check Billable to client if the cost will be passed on.
5. Click Save Expense.

Viewing project details

• Click any row in the Project Budgets table to open that project's detail page.

Exporting data

• Click Export in the top-right corner to download a CSV with all project budget figures.

Tips

• Budget status thresholds: Under means spending is at or below 90% of budget; On Target is 90–110%; Over (red) means spending has exceeded 110% — use Monthly Objectives to catch overruns early.
• The P&L column reflects paid invoices only, so it updates as payments are recorded on your invoices.
• Expenses marked as billable are tracked per project and can be referenced when invoicing the client.
• Use the search box above the project table to quickly find a specific project by name or account.
• The Monthly Objectives grid is company-wide, not per-project — use it to plan your overall annual targets.
• The Revenue per Year chart lets you compare performance across multiple years at a glance.