Adding budget item

Learn how to add budget items with descriptions, categories, estimated costs, and linked payments to track your wedding expenses.

Track every wedding expense by adding items to your budget. Each item can have an estimated cost, actual cost, category, and linked payments.

Plan requirement: Pro plan

How to add

  1. Go to Planner > Budget
  2. Click Add line item
  3. Fill in the details
  4. Click Save or Continue (to save and add another)

Budget item fields

Description - What the expense is for (like "Venue deposit" or "Photographer package"). Required.

Category - Organize by type:
- Venue, Catering, Photography, Music, Flowers, Attire, Stationery, Gifts, Vendors, Other

Estimated cost - What you think it'll cost. Shown with your currency symbol.

Actual cost - What it actually costs. Can be calculated from payments if not set manually.

Payer - Who's paying for this item. Optional. Click Add payer to show the field, Remove payer to hide it.

Notes - Any additional info about this expense.

Adding payments to a budget item

You can add payments directly within a budget item. Under the Payments section, click Add new payment and fill in:
- Amount
- Payer
- Due date
- Paid date (when paid)
- Vendor link
- Notes

Recommended budget setup

When you first set up your budget, WedSites can create recommended line items based on typical wedding budget percentages (like Venue at 25%, Catering at 20%, etc.). This gives you a starting framework to customize.

Tips

Estimate first, update later. Add estimated costs when you start planning. Update with actual costs as you book things.

Link payments. If you're making payments toward a budget item, add them as nested payments so your paid/unpaid tracking is accurate.

Use categories consistently. It makes the category breakdown in your dashboard widget more useful.

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