Budget Tracking

Budget Tracking helps you list the expected expenses for a trip and compare that total against the trip's fundraising goal.

Screenshot placeholder: Budget tab showing budget items and the trip budget total

Open Budget Tracking

From Trip Details, open the Budget tab.

Budget table

The Budget tab lists each budget item with:

• Category

• Description

• Amount

• Actions for editing or deleting the item

Add a budget item

Click Add Budget Item and complete:

• Category

• Description

• Amount

Save the item to add it to the trip budget.

Edit or delete items

Use the row actions to:

• update the category, description, or amount

• remove a budget line item after confirmation

Budget total and fundraising goal

The Budget tab shows the combined total of all budget items so you can compare projected expenses with the trip goal.

If your selected Trips Program Settings enables budget-to-goal syncing, changing budget items can automatically update the trip's fundraising goal.

See Trip Settings for how the trip inherits that behavior from the selected Program Settings.