Budget Manager

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Client Budget

Our Budget Manager tracks every client's budget to make sure you stay within predetermined parameters.

Most clients have budget parameters that they would like their wedding planner to stay within, and our Budget Manager lets you enter in a client's budget for each and every wedding-related item and event.

You can set up a master budget template so that every time you create a budget for a new client you don't have to start from scratch. And you can customize each client's budget based on their specific needs, adding categories and line items where needed. Plus you can give your client access to their Workbook to view their budget so they always know where they stand.

And don't worry about getting out your calculator, because our Workbook does the math for you so you can make sure you and your clients are always on budget.