Budgeting

The Budgeting section gives you a complete financial picture of your wedding. It has three views: Plan, Purchases, and Actuals — covering everything from initial estimates to real spending.

Setting Your Total Budget

1. Go to Budgeting in the sidebar.
2. Click the Plan tab.
3. Enter your total wedding budget at the top.
4. Folia will show you how much is allocated, spent, and remaining across all categories.

Budget Categories

Your budget is divided into categories that mirror your vendor and expense types. You can set a budget allocation for each category.

1. In the Plan tab, click Add Category or edit an existing one.
2. Enter the category name and your target allocation amount.
3. Folia will show you the percentage of your total budget this category represents.

Logging Purchases

When you spend money, log it as a purchase.

1. Go to Budgeting → Purchases.
2. Click Add Purchase.
3. Enter the vendor name (or link to an existing vendor), amount, date, and category.
4. Optionally add a note.
5. Click Save.

Purchases are reflected in the Actuals view immediately.

Actuals vs Estimates

The Actuals tab compares what you planned to spend versus what you've actually spent in each category. Color indicators show categories where you're over or under budget.

Invoices

Vendor invoices logged in the Vendors section also appear in Budgeting → Invoices tab for a unified view of all money owed to vendors. You can mark invoices as paid from either location.

Exporting Your Budget

Click Export in the Budgeting header to download a spreadsheet of your full budget breakdown — useful for sharing with a planner or family member helping with finances.