Budgets

Budget software you'll actually love

Planpage keeps your budget, invoices, and payments connected, so you always know where things stand.

New Lead

Allison H. wants to speak with you about her wedding in July.

Rachel signed a contract

Rachel Wilson

Mike paid an invoice

Rachel Wilson

A Better Way To Budget

Estimates. Actuals. And everything in between.

Budgets Sync with Real Life

Budgets in Planpage update as your event evolves. As estimates turn into invoices and payments are tracked, your numbers stay accurate without extra work.

Built for Planners (and Clients)

Organize your budget using familiar categories like Venue, Catering, and Floral, with individual budget items inside each one.

Even the most detailed budgets stay clean, organized, and easy to manage.

Itemize the Details

Keep your budget high-level by default, then break items into detailed line items when more precision is required.

You get clarity without clutter, and detail only where it actually matters.

Invoices. Expenses. All in Sync.

Tracking actual spend is now easier than ever.

Vendor Invoices

Attach vendor invoices directly to budget items to keep actual costs up to date automatically.

Payment Tracking

Track deposits, upcoming payments, and paid invoices in one place. You’ll always know what’s due next and what’s already been handled.

Expenses Made Easy

Handle expenses paid by you and reimbursed by the client, as well as expenses paid directly by the client.

The budget always reflects the client’s true total investment.

Attach Your Invoice to The Budget

Use your real Planpage invoice as the source of truth for your fees.

Payments and due dates update automatically, without duplicate entry or manual tracking.

Payment Calendar

You (and your clients) see every vendor payment on the calendar.

Documents Sync to Budget

Attach uploaded documents (invoices and contracts) to the budget.

Allocate Vendor Invoices

Split the total invoice amount and apply it to multiple budget items.

Track Expenses

A simple way to organize actual spend not tied to a specific vendor.

Easily Shareable

Share the budget in the client portal for easy collaboration.

Flexible Budget Items

Enter line items by name, then link to a vendor once they're booked.

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