How do I use the budget calculator?
The budget calculator helps you allocate your total budget across categories and line items before your budget items are created.
Plan requirement: Pro plan
Short answer: Go to Planner > Budget and click Continue (first time) or Reset budget to open the calculator, enter your total, then customize how it's split across categories.
Opening the calculator
First time: Go to Planner > Budget and click Continue.
Returning users: Go to Planner > Budget and click Reset budget. This will delete your existing budget items and let you start fresh.
Using the allocation page
Enter your total budget amount and click Continue
On the allocation page, review the recommended category breakdown
Check or uncheck categories to include or exclude them
Click a percentage to change how much goes to each category
Expand any category to edit its individual line items
Watch the footer total to keep your allocations balanced
Click Continue to create your budget items
Understanding item percentages
Item percentages show each item's share of your total budget — not just its category. For example, if Catering is 39% of your total and Food and service is 80% of Catering, the item shows 31.2%. This makes it easy to see exactly where your money is going.
Tips
Start with categories, then refine line items. Get the big buckets right first, then fine-tune the individual items.
You can edit everything later. The calculator creates your starting point — you can add, remove, and update items at any time.
Watch the total tracker. The footer shows your running total. Make sure your allocations reflect your priorities before clicking Continue.
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