Setting up your budget
Enter your total budget and use the budget calculator to allocate it across categories before creating your budget items.
Plan requirement: Pro plan
First time setup
If this is your first time setting up a budget:
Go to Planner > Budget
Click Continue to open the budget setup flow
Enter your total budget amount
Click Continue to open the allocation page
Customize how your budget is divided across categories
Click Continue to create your budget items
The allocation page
The allocation page starts with a recommended breakdown based on typical wedding budgets. Each category shows a percentage and the equivalent dollar amount based on your total.
Choosing categories
Each category has a checkbox. Uncheck any categories you don't need — only checked categories will be added to your budget.
Adjusting percentages
Click the percentage for any category and type a new value. Dollar amounts update in real time as you adjust.
Editing line items
Click the arrow next to any category to expand it and see its individual line items. For each item you can:
Edit the description to match your actual expense
Change the percentage to shift allocation within or across categories
Add an item using the add button at the bottom of the expanded list
Remove an item by clicking the delete icon
Item percentages are shown relative to your total budget, not just their category. For example, if Catering is 39% and Food and service is 80% of that, the item shows 31.2% — its actual share of your total budget.
Total tracker
The footer row shows the total allocated percentage and dollar amount as you make changes. Keep an eye on this as you adjust to ensure your allocations add up as expected.
Recommended breakdown
The calculator starts with a standard allocation based on typical wedding spending. Categories like Catering (39%), Flowers & Styling (10%), and Venues (9%) have suggested percentages. Every wedding is different — adjust freely to reflect your priorities.
After setup
Once you click Continue on the allocation page, your budget items are created. You can then:
Edit individual items at any time
Add or remove items as your plans develop
Update estimated costs as you get quotes
Track actual costs and payments as you book vendors
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