Linking payments
Learn how to link payments to vendors and budget items for complete financial tracking across all systems.
Payments can be linked to both vendors and budget items, creating a complete picture of your wedding finances.
Plan requirement: Pro plan
Linking to a vendor
Edit the payment
Select a vendor from the Vendor dropdown
Click Save payment
This associates the payment with a specific vendor, so you can see all payments for that vendor in their profile.
Linking to a budget item
Edit the payment
Select a budget item from the Line item dropdown
Click Save payment
This connects the payment to your budget tracking, updating the actual costs for that budget item.
Why linking matters
Complete tracking. When a payment is linked to both a vendor and a budget item, you can see the financial picture from any angle: by vendor, by budget category, or in the payments overview.
Automatic calculations. Linked payments automatically update your budget item's paid/unpaid amounts.
Tips
Link at creation. When you record a new payment, link it to the vendor and budget item right away.
Check from both sides. View payments from the vendor profile and the budget item to make sure everything matches.
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