Managing event expenses effectively is essential for keeping your event within budget and ensuring financial transparency. Our event expenses feature allows you to add, edit, and categorize expenses easily. Follow the steps below to get started.
Adding Event Expenses
Select the event you want to set a budget from your "Events" page and navigate to the "Budget" tab.
Navigate to the "Expense tracker" and click "Add Expenses" button.
Enter your event expenses in the modal.
Expense Name: Provide a descriptive name for the expense.
Category: Select a category that best fits the expense (e.g., Catering, Venue, Marketing). If you don't see a category you'd like to use, please reach out to your Admin.
Estimated Spend: Input the estimated cost for this expense.
If you'd like to add multiple expenses at once click "Add more" option.
Once all details are entered, click “Add expenses” to proceed.
Your expenses are now added to the "Expense tracker".
Don't forget to add your "Actual spend" once you know the actual amount spent on the expense item. The total of the actual spend is the amount that's deducted from your linked group's budget.
Editing Event Expenses
Navigate to the "Expense tracker" on your event's "Budget" tab.
Find the expense you would like to edit and click the 3 dots menu from the Actions column.
Click "Edit" to add more details to your expense.
Here you will see additional details you can enter such as "Vendor" and "Notes". Use these fields to add more details if desired.
Click "Save" after you finalize your edits.
