💰 How to Use the Budget & Payments Feature

✏️ Pick a Different Category option allows you to reassign a budget entry to a different category in case it was placed under the wrong one or your planning needs have changed.

When you click Pick a different category, a dropdown will appear with the following:

🔍 Search or create new — Type to search through your existing categories or simply type a new name to create a brand new category on the spot. This saves you time without having to navigate away from the budget view.

⚙️ Manage categories — Found at the bottom of the dropdown, this option takes you to a dedicated view where you can manage all your existing budget categories in one place. You can rename, reorganize, or remove categories to keep your budget structure clean and up to date.

Sub-categories allow you to break down a main budget category into more specific groupings, making it easier to manage multiple vendors or expense types under one parent category.

When you click the ⋯ (three dots) next to a category and select Add sub-category, a new sub-category will appear nested underneath the main category (e.g. New sub-category under Florists). The sub-category also has its own ⋯ More actions menu which gives you additional options specific to that sub-category:

➕ Add vendor — Assign a vendor directly to the sub-category. When clicked, a search dropdown will appear with a 🔍 Search or add a vendor field where you can find existing vendors (e.g. Some Vendor A, Hoots and Boots 2) or add a new one on the spot.

➕ Add payment without vendor — Log a payment under the sub-category that isn't tied to any specific vendor, useful for unassigned or miscellaneous costs.

🗑️ Delete — Removes the sub-category entirely. Please note this action cannot be undone, so make sure the sub-category is empty before deleting.

Once a vendor is added under a sub-category, you can expand it to view the full Payment Schedule → Actual & Paid panel on the right, where you can track the due date, amount, paid status, and outstanding balance for that vendor.

This option allows you to assign an existing vendor from your Vendors list directly to a budget category or sub-category, linking their costs to your overall budget tracking.

When you click Add vendor from the ⋯ (three dots) menu, a search dropdown will appear with a 🔍 Search or add a vendor field. You can either search for an existing vendor (e.g. Silver spoon event, Hoots and Boots 2) or type a new vendor name to add one on the spot.

Once a vendor is selected and added, they will appear nested under the category or sub-category. Any payments linked to that vendor will automatically reflect in the budget row, showing the total amount, paid to date, and remaining balance. You'll also be able to expand the vendor row to access the full Payment Schedule → Actual & Paid panel on the right side, where you can:

💰 Set multiple payment due dates — For example, an initial deposit due on 06/30/2026 and a final payment due on 07/31/2026, each with their own amounts.

✅ Mark payments as Paid — Check off each payment once it has been settled.

📊 Track the Outstanding balance — Automatically calculated as Actual Amount − Paid = Outstanding, so you always know what's left to pay per vendor.

Once a vendor has been added, clicking the ⋯ (three dots) menu next to their name gives you two additional options — View vendor and Move to...

Selecting View vendor opens the vendor's details side sheet, where you can review or edit their general information such as business name, category, labels, contact name, phone, email, and about section. From here you can also Export the vendor's details or click Edit to make changes.

Selecting Move to... will open a dropdown showing a 🔍 Search or create a sub-category field, with a full list of your existing categories (e.g. Accessories, Accommodation, Bar & Beverage, Catering). You can either scroll through the list or type to search for a specific category. Once selected, the vendor will be instantly reassigned and all associated payments and costs will carry over automatically.

This option allows you to log a payment that isn't tied to a specific vendor - perfect for miscellaneous expenses, deposits, or costs that don't have a confirmed vendor assigned yet.

When you select Add payment without vendor, a payment entry labeled No vendor will appear under the category, and a payment form will open on the right side panel where you can fill in the following details:

💳 Vendor — Left blank or unassigned since this payment has no vendor linked to it.

🔄 Type — Select the payment method such as Card, Bank Transfer, Cash, or others.

📂 Show in Budget — Link the payment to the correct budget category (e.g. Florists) so it still reflects in your overall budget tracking even without a vendor.

👤 Owner — Assign the person responsible for making this payment (e.g. John Doe).

📝 Notes — Add any relevant details or context about this payment.

Once saved, the No vendor entry will appear in your budget list showing the actual amount, paid to date, and outstanding balance — just like any other vendor entry. You'll also notice a ⋯ (three dots) button next to each payment row which gives you additional options:

🗑️ Delete — Remove the payment entry permanently.

📋 Duplicate — Create a copy of the payment entry, useful when logging similar recurring payments.

❌ Cancel — Discard any unsaved changes.

💾 Save — Confirm and save the payment entry.