How to use the budget manager to plan your event

Whether you’re planning a small private gathering or organising your dream wedding with hundreds of guests, Envitely makes it easy to plan, organise, streamline workflows, and achieve your event planning goals. In this article, you’ll learn how to effectively use the Envitely Budget Manager module to plan your event.

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1. Your budget

The Budget Overview section provides essential information to help you control your spending. Quickly see your overall budget, confirmed expenses, and remaining budget at a glance.

Click the “Edit Budget” button to easily add or modify the budget for your event. change the budget for your event.

2. Budget categories

After setting an overall budget cap for your event based on available funds, break down the event into major cost categories. We offer a breakdown of common categories, but you can also create your own and allocate budgets by clicking the “Add New Budget Category” button.

3. Budget allocation

For each category, you can allocate a specific budget. The “Allocation %” column shows the proportion of the overall budget allocated to each category, while the “Confirmed” column tracks how much of the budget has been spent.

To edit the category budget, click the pencil icon.

The budget categories are integrated with the planning module for suppliers and venues. This allows you to track confirmed costs directly in the budget category, enabling you to compare actual spending to the allocated budget.

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Take control of your next event

Download Envitely for free and start planning and managing your next event. Upon registration, you’ll be invited to trial our free demo event, allowing you to familiarise yourself with our tool before creating your own event.

All-in-one Solutions for Every Occasion

From birthdays and weddings to corporate functions and festivals, our event planning app adapts to every need. Whether you’re an individual, professional planner, or business team, explore tailored solutions designed to help you organise events with ease

Budget Manager