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EventPro Software User Manual

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Budget Management

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EventPro Budget Management allows you to track two different kinds of Budgets: Event and Yearly.  You can track either or both.

Yearly Budgets span across all events, but are bound by date ranges that you specify. A Yearly Budget tracks income/expense from all financial items with Item Dates that fall within the set Budget Periods, regardless of which Events the Financial Items are linked to.

Event Budgets are limited to each Event, but are not bound by a specific date range. An Event Budget tracks income/expense from all financial items linked to that Event, regardless of the Item Dates of the Financial items.

In this chapter, we will look at how to set up and manage yearly and per-event budgets.

Budget Setup Review

Use Yearly Budgets

Use Event Budgets

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