What is the Project Budget?
The Project Budget works just like the Task Manager — but instead of tasks, you manage budget entries. Organize income and expenses into Libraries and Categories, and keep full financial control of your project.
Income
Record all incoming revenue — payments, invoices, funding. Know exactly how much money is flowing in.
Expenses
Track every cost — services, tools, subscriptions, fees. See where the money goes.
Full Control
See totals, breakdowns, and the overall financial health of your project at a glance.
How it’s structured
The same 3-level hierarchy as the Task Manager: Library → Category → Budget Entry. Group your financial items by type, department, or however makes sense for your project.
└─ Category ..... groups of related entries (e.g. "Marketing")
└─ Budget Entry .. individual income or expense item
What you can do
Task Manager vs Budget
Same structure, different purpose.
Task Manager
Tracks work. Libraries → Categories → Tasks. Statuses, assignments, progress bars.
Project Budget
Tracks money. Libraries → Categories → Budget Entries. Income, expenses, totals.
Quick Reference
| Action | How |
|---|---|
| Create a Budget Library | Create Budget |
| Import from Template | Import |
| Add a Category | New Category |
| Add a Budget Entry | modal or inline |
| Set as Income or Expense | Select the type when creating or editing an entry |
| View Totals | Check the summary at library or project level |
Know your numbers.
Stay in control.
Create a budget library, add your income and expenses, and always know the financial health of your project.