Setting budget payer
Learn how to track who's paying for each budget item when costs are shared between partners, parents, or contributors.
Track who's paying for each budget item. This is helpful when costs are shared between partners, parents, or other contributors.
Plan requirement: Pro plan
How to set it
Click on the budget item
Click Add payer to show the payer field
Type the payer's name (with autocomplete from previous entries)
Click Save
To remove a payer, click Remove payer.
Tips
Use consistent names. If parents are contributing, use the same name format each time (like "Mom & Dad" or "Smith family") so filtering works correctly.
Track contributions. Knowing who's paying for what helps you manage expectations and thank people properly.
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