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Creating your first event budget

Jini Panaino Updated by Jini Panaino

In this article, you’ll learn how to create an event in the Event Budget Manager. This is the first step towards budgeting for expenditure and income.

1. Create your event

To create an event budget, click the ‘Create event’ button on your dashboard. In the first step, choose how you want to create your event:

Option 1 – Import from Sweap:

If your Sweap account is connected, you can select an existing event from Sweap. The event name, date, venue and number of guests will be automatically transferred. You then simply need to add the budget and categories.

Option 2 – Create manually:

Another option is to create the event yourself with all the details. You’ll find out how in the next step.

Starting Screen

2. Create manually – step by step

First, enter all the event details:

  • Enter an event name
  • Select the event type (e.g. conference, gala, workshop)
  • Set the start and end dates
  • Select the currency (EUR, USD, GBP, CHF)
  • Enter the expected number of guests
Event details

In the second step, enter details about your budget and budget categories:

  • Enter your planned total budget
  • Add expense categories (e.g. venue, transport, etc.)
  • Categories can also be added later
plan budget

If required, you can enable income tracking in the third step:

  • Enable income tracking using the slider
  • Enter your planned revenue
  • Add revenue categories (e.g. Catering, Sponsorship, etc.)
  • Those categories can also be added later
Track revenue

In the final step, check all the details you have entered in the summary. To create the event, click on ‘Create event'.

Event Summary

Your event budget has now been created. You will be automatically redirected to the event details page.

Find out in the next article how to add expenses and income to your event budget.

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