Remember that the Budget Module is an optional module in EventPro Planner.  If you have not purchased this module, you will not see the related tabs and screens.

Your budget was set up in Chapter 5: Set Up an Event, Budget Setup.

As you work through your event, adding revenue and cost items, you will see Budget fields. The drop-down lists in these Budget fields contain all the items you have listed here in your budget. This allows you to identify the prices for these items and where they should be reflected in your budget.

For example, if you enter a catering order, you will be able to select  the applicable Budget item from the Budget drop-down list.

When you return to your budget under the Finance tab, that dollar amount will be reflected in the Actual column, on the appropriate line of your budget.

To view information about income and expense budget items, select the record in the selection grid and click the View or View Detail button to the right.

When you are done viewing information in the [View Only] window, click Close, or when you are done viewing information in the Budget Detail View window, click OK.

You can also add income/expense items to the budget.  Click the Add Income Item or Add Expense Item button to open the Event Income/Expense [New] window.  You can now follow the instructions under Add Income/Expense Items below, as they describe the same processes, except that some of the fields will default in when you add the items from the Budget screen.