Build a budget

A budget is built from groups (sections of related work) and line items inside them. This guide covers adding both, assigning cost codes, and saving — the budget uses an explicit save, so your edits are buffered until you commit them.

Open the budget

1. From the sidebar, open Projects and click into a project.
2. Click the Budget tab.

Add a group

Groups organize the sheet — "Sitework", "Framing", "Finishes", and so on.

1. At the bottom-left of the sheet, click Add Group.
2. Type the group's name and press Enter.

A new group lands after whichever group you have selected (or at the end of the sheet).

Add a line item

1. Select the group you want the line in (or click into a cell in it).
2. Click Add Line Item at the bottom-left of the sheet.
3. Fill in the row, moving across with Tab or the arrow keys:
   • Name — what the item is. As you type, matching items from your catalog are suggested; pick one to pull in its unit, cost, and margin.
   • Quantity and Unit (Each, Linear Feet, Square Feet, and so on).
   • Unit Cost — your cost per unit, before markup.
   • Margin % — leave blank to use the budget's default.

Extended Cost, Unit Price, Extended Price, and Profit fill in automatically as you type.

Assign a cost code to the line

Cost codes are how the budget rolls up for reporting and QuickBooks.

1. In the line's Cost Code cell, click + Cost code.
2. Search by number or name and pick a code. No match? Choose Uncategorized to file it for now.

The line's Cost Type (labor, material, subcontractor, and so on) is inherited from the cost code — you don't set it on the line.

Reorder, move, and delete

• Drag a row by its row-number cell to reorder it, or drag it into another group.
• Drag a group's header to reorder whole groups.
• Select one or more rows (click the row numbers), then use the Delete control in the top toolbar.

Start from a template

If you've saved a budget as a reusable template, you can drop it in:

1. In the toolbar, click Import from template.
2. Search and select the template to add its groups and items.

To save the current budget as a template for next time, click Save as template.

Save your work

The budget does not auto-save. When you have unsaved changes, the orange-tinted cells and the active Save button in the toolbar show it.

1. Click Save to commit your changes.
2. Made a mistake? Use Undo and Redo in the toolbar.