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How do I create a Budget?
How do I create a Budget?

This feature allows the creator of the family group to establish and track a budget for organized spending estimates.

Updated over a year ago

Using this feature, the user is able to establish a specific amount of spending for categories of their choice and describe the spending using events that are linked to the reunion tab. The feature allows the user to view how much of the budget was consumed as well, along with viewing the number of funds that the family group has contributed to.

1. Under REUNION, select Budget.

2. On the right top corner, click on Create New Budget Item.

3. Fill out the required fields in the form and click Save.

4. Once saved, the item is added to the budget.

How do I edit a Budget item?

1. Head to the Budget section following the previous steps. Click the 3 dots line on the item you want to edit.

2. Make the changes you wish to make and click Update once done.

How do I delete a Budget item?

1. Follow the previous steps as if you were going to update an item and instead of making changes, scroll down until you see the option to delete the item. Click on Delete Item.

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