Financial Vault

Table of Content

Table of Content

Table of Content

Project Budgeting

1. Setup a Project

  • Go to the Project Budgeting page.

  • Open the Project tab and click New Page.



  • Select the Category of the Project

  • Enter the Project Budget amount



2. Add Project Expenses

To add expenses to your project, you can go to the Project Budgeting page, find the Project chunk, and click on the project you want to add expenses to and add expenses under the [Project Expenses] chunk.

3. Review and Manage Project Budgets

  • You can insight into the number of Active Project, Archived Project and Project Expenses for each Category under [Project Categories] chunk.



  • You can get an overview of your Project Budget, Current Expenses and Remaining Budget in the [Project] tab.


  • You can also archive your project that you don't need for the moment.

1. Setup a Project

  • Go to the Project Budgeting page.

  • Open the Project tab and click New Page.



  • Select the Category of the Project

  • Enter the Project Budget amount



2. Add Project Expenses

To add expenses to your project, you can go to the Project Budgeting page, find the Project chunk, and click on the project you want to add expenses to and add expenses under the [Project Expenses] chunk.

3. Review and Manage Project Budgets

  • You can insight into the number of Active Project, Archived Project and Project Expenses for each Category under [Project Categories] chunk.



  • You can get an overview of your Project Budget, Current Expenses and Remaining Budget in the [Project] tab.


  • You can also archive your project that you don't need for the moment.

1. Setup a Project

  • Go to the Project Budgeting page.

  • Open the Project tab and click New Page.



  • Select the Category of the Project

  • Enter the Project Budget amount



2. Add Project Expenses

To add expenses to your project, you can go to the Project Budgeting page, find the Project chunk, and click on the project you want to add expenses to and add expenses under the [Project Expenses] chunk.

3. Review and Manage Project Budgets

  • You can insight into the number of Active Project, Archived Project and Project Expenses for each Category under [Project Categories] chunk.



  • You can get an overview of your Project Budget, Current Expenses and Remaining Budget in the [Project] tab.


  • You can also archive your project that you don't need for the moment.