Budget Items
Manage individual line items within your budgets.
What are Budget Items?
Budget items are individual cost or revenue entries that make up your complete budget.
Example budget items:
- "Office chairs - Standard size (200 units)"
- "General Manager salary (monthly)"
- "Consulting services (40 hours)"
Adding Budget Items
Method 1: Add Manually
- Open your budget
- Click Add Item
- Fill in details:
- Category — Budget category
- Description — What this item is
- Quantity — How many/much
- Unit Cost — Price per unit
- Total — Auto-calculated
- Click Save
Method 2: Add from Catalog
- Open your budget
- Click Add from Catalog
- Search or browse catalog
- Select item(s)
- Adjust quantity if needed
- Click Add
Budget Item Fields
| Field | Description | Example |
|---|---|---|
| Category | Budget grouping | "Office Equipment" |
| Name | Item name | "Standing Desk" |
| Description | Detailed info | "Adjustable standing desk" |
| Quantity | Number of units | 50 |
| Unit | Measurement | each, sqft, hour, month |
| Unit Cost | Price per unit | $500 |
| Total | Quantity × Unit Cost | $25,000 |
| Vendor | Supplier | "Office Supply Co." |
| Notes | Additional info | "Delivery included" |
Managing Items
Editing Items
- Click on the item row
- Modify any field
- Click Save
- Total recalculates automatically
Deleting Items
- Select item(s)
- Click Delete
- Confirm deletion
Item Tabs
Each budget item has the following views:
| Tab | Description |
|---|---|
| Catalog Information | Item details and costs |
| Attachment(s) | Uploaded specs, quotes, images |
| Rules | Budget rules applied to the item |
| History | Change history for the item |
Categories
CapEx Categories
- Construction & Renovation
- Equipment & Technology
- Setup & Launch Costs
- Contingency
OpEx Categories
- Salaries & Benefits
- Utilities
- Supplies & Materials
- Maintenance & Repairs
- Administrative
Service Revenue
Service Revenue items track expected revenue alongside costs. Add revenue items with projected amounts and time periods to see the complete financial picture.
Related:
- Creating a Budget - Budget creation guide
- Budget Catalogs - Reusable items
- Budget Dashboard - Budget overview
- Budget Estimator Overview - Module overview