Budget configuration

To configure a budget, start by clicking on the Budget item in the main menu. In the top-right corner of the view, you will see the Add button, which provides two options: Add a Budget or Add a Budget group.

If you select the Budget Group option, a modal will appear where you can enter the name of the budget group. Once saved, the new budget group will appear in the main budget view, listed after all not grouped budgets.

After creating a budget group, you can add budgets to it in two ways:

Create a new budget within the group: Click the Add new budget button located near the budget group. A modal will open, allowing you to configure the new budget.
Attach an existing budget to the group: Open the specific budget by clicking on its tile, then select Edit budget in the top-right corner of the page. In the modal that appears, choose the desired budget group from the dropdown menu and save the changes. Additionally, you can rename a budget group or delete it entirely by using the corresponding buttons provided in the interface.

If you select Budget option after the Add button is clicked, the modal will open with following fields:

Name;
Budget category [optional];
Budget type: Common (all participants use one common budget pool), Individual (each participant has his own budget pool, which he uses independently). After "Save" button is clicked, you will be redirected to this budget page. For Common budget type 2 tabs are present: Budget Summary and Costs. The Budget Summary tab is divided into two sections: a chart and a detailed list of costs with a circle diagram, that will visually represent all costs, showing the total amount used within the budget. Within this view, you can plan and manage your budget by clicking the dedicated "Plan your budget" button.

In the Budget Planning view, you can define the timeframe for the budget and select the desired level of granularity, such as monthly, quarterly, or annually. Use the intuitive drag-and-drop functionality to organize data visually or input values directly into the corresponding fields for precise adjustments. After the configurations are saved, the budget chart is automatically updated to reflect the changes, displaying the corresponding columns based on the selected timeframe and granularity. It’s important to note that budget planning is not mandatory to start using the budget. You can directly attach costs or invoices to a budget, even if it has not been planned or configured. In such cases:

The system will automatically display the Budget Summary in a monthly configuration by default.
The Costs table will also be displayed, providing an overview of the attached costs and invoices.

This flexibility allows you to start tracking financial activity immediately, even before completing the budget configuration process.

The Costs tab displays a table summarizing all transactions associated with the budget, organized by months. Each row represents a transaction, showing the cost for each month across the selected timeframe. Costs are displayed in the relevant currency, with blank cells indicating no expenses for that month. This structured view helps analyze spending patterns, and manage budgets effectively.

For the Individual budget type, an additional Participants tab is available alongside the Budget Summary and Costs tabs. This tab allows users to manage and view individuals or entities associated with the specific budget. Participants can be added or removed as needed, ensuring clear visibility of who is involved in the budget's allocation and management.