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Organise Budget and Revenues

Jini Panaino Updated by Jini Panaino

Organise Budget and Revenues

In this article, you’ll learn how to create and manage a budget for your event in Event Budget Manager.

1. Overview of your event budget

Once you’ve created an event, you’ll be taken to the event overview page. Here you’ll find all the relevant figures and insights:

  • Budget: Total budget, Allocated, Remaining
  • Expenditure: Amounts actually spent
  • Budget Insights: Analysis of your budget planning
  • Budget categories with quick access to the Budget tab
  • Budget items with quick access to the Budget tab
  • Vendors & Expenses with quick access to the Budget tab
  • Event analytics: Cost per guest, tax overview
  • Revenue tracking (if enabled): Expected and actual revenue

2. Creating and managing budgets

In the Budget tab of an event, you can manage all budget-related elements in one central location: categories, budget items and suppliers. The section is designed so that you can keep track of both the current status and the details of your budget planning at all times.

At the top, you’ll see a summary of the budget:

  • Total budget – Your planned total budget
  • Planned budget – Total of all allocated budget items
  • Spent – Actual expenditure
  • Remaining budget – What is still available

This overview is supplemented by a visual progress indicator (bar + percentage), which shows you how much of your budget has already been used.

2.1 Add categories, budget items, expenses & vendors

You can create new items at any time using the ‘Add’ button. In the drop-down menu, you can choose between:

  • Category – Parent budget category (e.g. Catering)
  • Budget item – Individual items within a category (e.g. menu costs)
  • Expenditure – Specific costs allocated to a budget item
  • Vendor – External suppliers with planned or actual expenditure
2.2 Structure overview

To help you keep track of your event budget at all times, the Event Budget Manager follows a clear hierarchy:

Category (e.g Venue)

    • Budget item (e.g Venue hire)
      • Expense (e.g. 2,500 €) including vendors with planned or actual expenditure

3. Add and manage revenue

If you enabled revenue tracking when creating the event, the Revenue tab will be available to you. This is where you can manage all revenue-related items in one central location.

At the top, you’ll see a summary of your budget:

  • Expected revenue – Your planned revenue budget
  • Planned revenue – Total planned revenue
  • Revenue received – Actual revenue
  • Remaining revenue – Outstanding revenue

    This overview is supplemented by a visual progress indicator (bar + percentage), which shows you how much of your revenue has already been received.

Using the ‘+Add’ button in the Revenue tab, you can create revenue categories, revenue items, revenue entries and partners. The structure of revenue follows the same hierarchy as expenses: Revenue category – Revenue item – Revenue entry (including partner).

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