Budgets and expenses
Set budgets for the project, its rooms and tasks, record what you spend, handle other currencies and get alerts before you overspend.
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RenovU keeps what you plan to spend next to what you actually spend. You set budgets, record expenses as you pay for things, and the app adds everything up in the project's currency.
The main ideas#
- Budgets say how much you plan to spend. You can set one for the whole project, one for each room and one for any task. Room and task budgets roll up, and you see a warning if they add up to more than the budget above them.
- Expenses are money you've spent. Each one has an amount, a date and, if you like, a vendor, a note, a category, a room and a task. Only expenses count as spend.
- Alerts tell you when spending reaches a share of a budget: 80% and 100% unless you change them.
- Materials on a task's list are estimates. They show beside your spend as a separate line, and only count as spend once you record an expense for them.
Where to find it#
Open a project and use the Budget, Expenses and Reports tabs. Each task's page also has a Budget tab with that task's budget and expenses. The dashboard shows how much of each budget is used.
Who sees money depends on their role. Owners, Admins, Contributors and Viewers see the project's budgets and expenses. Assigned-only members see expenses on their own tasks only, and don't get the Budget or Reports tabs. Only Owners and Admins set budgets. See Team and roles for the details.
What each plan includes#
- Free: a budget for the whole project, expenses in the project's currency, alerts and reports.
- Premium and Professional: everything in Free, plus Full budgets: room and task budgets, and budgets and expenses in other currencies.
These are the current defaults. See Pricing for the up-to-date list. If you move to a plan without Full budgets, nothing is deleted: room and task budgets you already have stay visible and editable, but you can't add new ones.
Guías prácticas
- Set budgets for the project, rooms and tasksSet a budget for the whole project, then for each room and task, and see a warning if they add up to more than the budget above.
- Record an expenseAdd money you've spent to the project, with its date, vendor, category, room and task, so it counts against your budgets.
- Edit, delete or add a receipt to an expenseCorrect an expense, attach a photo of its receipt, or delete it, with an undo straight after.
- Spend in another currencyRecord expenses and budgets in a currency other than the project's, with the exchange rate saved so totals never drift.
- Set budget alertsGet told when spending reaches a share of any budget, and see which budgets need watching on the dashboard.
- Read the Reports tabSee total spend, budget used, spending over time with a forecast, and spend by category and room.
Preguntas
Can I set room and task budgets on the Free plan?
No. Free includes a budget for the whole project. Room and task budgets, and money in other currencies, come with Full budgets on Premium and Professional. See Pricing.
Why can't I change my project's currency?
The currency is fixed once the project has budgets, expenses or material costs, because their amounts and exchange rates were recorded against it. To change it, remove those first.
Why don't my materials count towards what I've spent?
Materials are estimates. They show as a separate Materials, estimated line beside your spend, and don't count in alerts. When you record an expense for a material, its cost moves into spend, so nothing is counted twice. See Time and materials.
Will my totals change when exchange rates move?
No. Each expense keeps the rate saved when you recorded it, so past totals and reports stay the same. See Spend in another currency.
Who gets budget alerts?
The project's owner gets a notification when spending reaches a threshold. Everyone who can see the Budget tab can see the list of alerts at the bottom of it.
Why can't I see the Budget tab?
The Budget and Reports tabs are for members who see money on the whole project. Assigned-only members, and anyone whose money permission has been switched off, don't get them. Assigned-only members still see expenses on their own tasks. Ask the project's Owner or an Admin if you need more. See Team and roles.
What happens to my room and task budgets if I move to Free?
Nothing is deleted. Existing room and task budgets stay visible and you can still edit or remove them, but you can't add new ones until you upgrade again.
Relacionado
- Time and materialsLog the hours spent on each task, keep a materials list per task, and tick items off on the shopping list in the shop, even offline.
- Timeline, reports and sharingSee the project's progress over time, read its reports, download a PDF report or CSV files, and share a read-only link.
- Team and rolesInvite people to a project, choose what each person can do, and manage seats, roles and who stays on the project.
- Plans and billingWhat Free, Premium and Professional include, what they cost, and how to upgrade, change plan, cancel and find your invoices.