Every project has a money story. The Budgets tab keeps a simple ledger of what comes in and what goes out.

Add an entry

  1. Open the project and go to the Budgets tab.
  2. Click New Budget.
  3. Fill in the Date, Person Name and a short Note.
  4. Enter Debet for money spent, or Credit for money received.
  5. Click Submit.
The new budget form with Date, Person Name, Note, Debet and Credit

Read the table

Entries are listed newest first with the date, person, note and amounts, so you can see at a glance how much a project has cost and earned.

The budgets tab listing income and expenses

Because budgets live on the same page as activities and tasks, the money and the work stay in one place.