Help Center

Setting Up Your Budget

Adding Budget Items

Import from CSV

The fastest way to set up your budget:

  1. Go to Budgets
  2. Click Import
  3. Download the example CSV template to see the expected format
  4. Fill in your budget items with name, amount, and optionally a group name
  5. Upload the CSV

    Note: Add descriptions to budget categories to help users find the right budget item for an expense and document uses
    for future volunteers.

The importer will create all your budget items at once. If a group name is included, items are automatically organized into budget groups.

Add Manually

  1. Go to Budgets
  2. Click New Budget Item
  3. Enter the name, budgeted amount, and optionally assign it to a budget group
  4. Save

Budget Groups

Budget groups let you organize related budget items together (e.g., Auction might capture your Auction Venue, Decorations, and Supplies budgets).

To create a budget group, go to Budget Groups and add your group names. Then assign budget items to groups when creating or editing them.

Fiscal Year Scoping

Budget items are scoped to your fiscal year. When expenses are submitted, they’re matched against the current year’s budget. You can see the remaining budget in real time when reviewing expenses.

Tracking Spending

As expenses are approved and recorded, the budget view shows:

  • Budgeted amount for each line item
  • Spent amount from approved expenses
  • Remaining balance

This helps treasurers and admins monitor spending throughout the year.