(A Quick Reference Guide)

1. Adding a New Budget Line

1. Open the App in your browser.

2. Select the Billing Month for the expense (e.g., 2026-09).

3. Choose the appropriate Category (e.g., Marketing & Advertising, Website & Digital Presence, Software & Analytics).

4. Enter the Subcategory / Expense Item name (e.g., Google Search Ads, Psychology Today Subscription).

5. Add the Assigned Person managing the item and any Estimated Hours.

6. Fill in the Target KPI / Objective, Estimated Cost ($), and Actual Spend ($).

7. Click Append Budget Line. A green confirmation banner will appear at the top when saved.

2. Viewing Performance & Reports

1. Click the Budget Report tab at the top right of the application.

2. Use the Filter Period dropdown to view data for a specific month or all-time totals.

3. Review total spend, remaining variance, category breakdown progress bars, and Chart.js analytics graphs.

4. Check the KPI Badges next to each category (Under Budget, At Limit, or Over Budget).

3. Editing an Existing Entry

1. Switch to the Budget Report tab.

2. Scroll down to the Manage Entries table at the bottom.

3. Click the Edit button next to the row you wish to update.

4. The form will automatically pre-fill with the existing details, and a banner will indicate you are in Edit Mode.

5. Make your updates and click Update Budget Line to save the changes