Budget, expenses and suppliers

Open Budget in the menu. The section is headed Budget & suppliers. Guests never see these pages.

Overview, expenses and by type

Overview is the snapshot: what you planned to spend, and the costs you've recorded. Total budget is a target, not a contract. Choose Add expense to record a real cost.

Expenses is the detailed list of deposits, invoices and payments.

1. Choose Add expense.
2. Fill in Who is this payment to?, What is this for?, Amount (£), Date and Supplier type.
3. Set Payment status to Planned, To pay or Paid.
4. Add Notes if you want, then save.

If the supplier isn't in the list yet, you can add them from the expense without leaving the page. Adding a cost against a supplier marks them as booked, so you don't have to do that twice.

By type is how the overall figure splits across venue, catering, photography and the rest. Change the planned amount for each type so it matches your wedding. The types are the same ones you use for suppliers.

Suppliers

Open Suppliers. The page itself is titled Vendors. This is everyone you're getting quotes from, or have already booked. Guests never see it.

Choose Add vendor on the Suppliers page, or open a type and choose Add option. Save names, notes and contact details while you compare. You can keep several options. Only the one you book counts as confirmed.

When you've chosen someone, choose Mark as booked. Deposit and balance dates live on that supplier. You can add them here or from Expenses. They are the same records.

What to do next

The supplier types also appear on the task list, if you want related jobs to sit together.