Budget settings
Learn how to customize your budget list display including column visibility and grouping options.
Control which columns appear in your budget list to focus on the information that matters most for tracking wedding expenses.
Plan requirement: Pro plan
How to access settings
- Go to Planner > Budget
- Click Settings
- Toggle columns on or off
- Click Save changes
Column visibility
Choose which columns appear in your budget list:
- Payer - Who's paying for each item
- Paid - Amount that has been paid
- Unpaid - Amount still outstanding
- Estimated - Estimated cost
- Actual - Actual cost
- Difference - Difference between estimated and actual
Toggle each column on or off based on what you're currently working on.
Grouping option
Group by category - Organize items by their budget category with subtotals per group.
When enabled, your budget list groups all expenses by category (like Venue, Catering, Photography, etc.) and shows subtotals for each category. This makes it easy to see spending patterns and identify which areas of your wedding are taking the most budget.
When disabled, all budget items appear in a flat list.
Tips
Show what you need right now. Working on payments? Show Paid and Unpaid. Reviewing estimates? Show Estimated and Difference.
Group by category for overview meetings. It's the best view for discussing the budget with partners or family. Everyone can quickly see spending by category.
Use Difference to track accuracy. The Difference column helps you identify where your actual costs are diverging from estimates, so you can adjust other areas if needed.
Hide columns to reduce clutter. If you're just adding estimated costs, hide Paid, Unpaid, and Actual columns to focus on one thing at a time.
Payer column for shared budgets. If multiple people are contributing (like both partners or parents), the Payer column helps track who's covering what.