Budget & Expenses Feature

"Budget and Expenses" Feature: Why Do You Need It?

Wedding planning can often feel overwhelming, especially when it comes to finances. The "Budget and Expenses" feature helps couples:

• Define planned budgets for each aspect of the wedding.
• Track paid and upcoming expenses.
• Store essential documents like receipts and contracts directly in the app.
• Stay stress-free by keeping all financial details organized in one place.

For example, you can set a budget for "Photographer," enter the planned amount, add a comment like "Book by March 15," and save the payment receipt after the deposit.

Step-by-Step Guide

1. "Budget" Card on the Main Screen

• Open the app and locate the "Budget" card.
• If no items are added yet, tap the "+" button in the top-right corner to create your first budget entry.
• Once a few items are added, the card will display a pie chart showing:
  • Planned Budget — the total amount you plan to spend.
  • Paid — the amount already paid.
  • Pending — upcoming expenses that still need to be settled.
• Tap the card to access the expense list.

Example: Start by creating key budget items like "Venue," "Catering," and "Photographer" to get an overview of your expenses.

2. Adding Budget Items

1. Tap "+" on the card or in the expense list.
2. Enter the name of the budget item in the "Name" field (required). For example: "Wedding Cake."
3. Select a category:
   • Default categories: "Venue and Catering," "Photo and Video," "Flowers," "Transport," etc.
   • Or create a custom category by typing its name.
4. Enter the planned amount in the currency set in your wedding settings.
5. Tap:
   • "Save and Close" to save one item.
   • "Save and Add More" to add multiple items consecutively (category remains pre-filled).

Why it matters: Clear budget allocation and category grouping help organize expenses. For instance, the "Flowers" category can include the bouquet, venue arrangements, and table decorations.

3. Expense List

• The list displays all added budget items (expenses) grouped by category.
• Categories without expenses will not appear in the list.
• Expenses without a category are placed in the "Other" group at the bottom.

What can you do in the list?

1. Add an item to a category:
   • Tap "+" next to the category name.
   • The add form will open with the category pre-filled.
2. Edit an item:
   • Tap the item name to open its profile.
3. Move an item to another category:
   • Tap the "three dots" next to the item name and select the desired category.

Example: Move "Bride's Bouquet" from "Other" to "Flowers" for better organization.

4. Budget Item Profile

Opening an item provides access to detailed information and actions:

1. Edit Details: Modify the name, category, or planned amount.
2. Add Actual Payments:
   • Tap "+" in the "Actual Payments" section.
   • Enter the payment amount, comment (e.g., "30% Deposit"), status ("Paid" or "Pending"), and payment due date.
3. Add Comments: Useful for notes like "Balance due by April 20."
4. Attach Documents: Upload contracts, receipts, or invoice photos to keep everything in one place.

Example: You paid 50% of the venue rental fee. Add the payment with the comment "Banquet Hall Deposit" and upload a receipt photo.

By following this guide, you’ll have a clear and organized view of your wedding budget, making planning smooth and stress-free.