Budgets & Expenses
Budgets, expenses, cost codes, and project costs compared with budget.
By Dave and 1 other2 authors6 articles
- How project budgets workHandoff builds a project budget from approved estimates and change orders. See what is in it, how to change it mid-job, and how status and export work.
- How to read the Estimated project value cardThe Estimated project value card on a project's Overview shows what you've estimated, budgeted, invoiced, and earned on the job, with a breakdown for each.
- How to read the Budget tabRead the Budget tab cards, columns, and variance on desktop and in the mobile app, and open a line to see its linked expenses.
- How to add expenses to a project budgetAdd actual costs to a project budget by extracting a receipt, entering an expense by hand, or reviewing QuickBooks expenses, then edit or delete them.
- How to track labor costs against your budgetTurn on labor costs for project budgets, set hourly rates, choose whose hours count, and assign hours to a budget line item.
- How to set up and use cost codesBuild your company cost code library from NAHB codes, a file, or by hand, nest codes under parents, and assign codes to estimate line items.