Budget Tracking

Budget tracking allows you to create a detailed breakdown of your trip's anticipated expenses. By organising costs into categorised line items, you can maintain a clear picture of where funds need to be allocated and communicate financial needs to participants and stakeholders.

Accessing Budget Tracking

Open the Trip Details page for your trip and click the Budget tab.

Budget Table

The Budget tab displays a table of all budget line items with the following columns:

• Category - The expense category (e.g., Transportation, Lodging, Meals, Insurance).

• Description - A brief description of the expense.

• Amount - The estimated cost for the line item.

• Actions - Edit, delete, and reorder buttons.

Adding a Budget Item

Click the Add Budget Item button to open the budget item form and complete the following steps:

1

Choose a Category

• Category — Enter the expense category. Examples include "Airfare," "Accommodation," "Ground Transportation," "Meals," "Travel Insurance," "Supplies," and "Miscellaneous."

2

Add a Description

• Description — Provide a brief description of the expense item, such as "Round-trip flights for 12 participants" or "Hotel accommodation for 7 nights."

3

Enter the Amount

• Amount — Enter the estimated cost for this item.

4

Save

• Click Save to add the item to the budget.

Editing a Budget Item

Click the Edit button on any budget item row to modify its category, description, or amount.

Deleting a Budget Item

Click the Delete button on any budget item row. A confirmation will appear before the item is removed.

Deleting a budget item requires confirmation to prevent accidental removal.

Reordering Budget Items

Budget items can be reordered to arrange them in the sequence that makes the most sense for your trip. Use the reorder functionality to drag items into your preferred order.

Budget Overview

The budget section provides a total of all line items so you can see at a glance the total estimated cost of the trip. Compare this against your fundraising goal to ensure your trip is adequately funded.