Budget Planning

Budget Planning

Conference Hero's budget module helps you plan, allocate, and track spend for each conference. Set up your budget before the event and monitor actual spend against your plan.

Creating Budget Items

1. Navigate to Budget in the sidebar
2. Select your conference from the dropdown
3. Click Add Expense
4. Fill in the details: description, category, amount, and date

Budget Categories

Organize spend into categories for clear reporting:

• Booth & Venue — Booth rental, setup, teardown
• Travel & Accommodation — Flights, hotels, ground transport
• Marketing Materials — Brochures, banners, giveaways
• Technology — Lead scanning devices, screens, software
• Sponsorship — Event sponsorship fees
• Catering & Entertainment — Client dinners, event hospitality

Approval Workflow

Budget items support a simple approval workflow: Draft → Pending Approval → Approved/Rejected. Admins can review and approve budget submissions from team members.

For tracking actual vs. planned spend, see Budget Tracking & Reports.