Budget Management

Track costs, manage line items, and keep your build on budget.

• Creating Your Construction Budget — Step-by-step budget creation including adding categories, entering amounts, and understanding the structure.
• Understanding Budget Line Items — What line items are, standard categories, and how to add custom categories.
• Tracking Actual Costs vs. Budget — How to enter actual costs, understand the variance column, and what over/under means.
• Budget Categories Explained — Full list of standard construction budget categories with descriptions and typical ranges.
• Managing Change Orders in Your Budget — What change orders are, when to use them, and how they affect your budget and lender documentation.
• Setting Your Contingency — What contingency means, recommended percentages, and how to track usage.
• Budget Reports and Exports — How to export your budget as PDF, what reports include, and sharing with your lender.
• Tips for Staying on Budget — Practical advice for managing construction costs and avoiding budget overruns.
• Change Order Approval Workflow — How change orders flow from request to approval to budget update.