---
url: "https://docs.on-book.app/pro/user/features/budget.md"
description: "Track costs, manage allocations, and stay on budget."
---

# Budget Dashboard

> **Planning aid.** Budget tracking helps production planning but is not a replacement for official accounting.

> **Track costs, manage allocations, and stay on budget.**

***

![Budget Dashboard — On Book Pro](../../assets/screenshots/budget/budget-hero.png)

## Overview

The Budget Dashboard gives Production Managers and Stage Managers real-time visibility into costume and props spending. Monitor actual vs. estimated costs, track rentals, and receive alerts when approaching budget limits.

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## Accessing the Budget

1. Navigate to the **Production** workspace
2. Select **Budget** from the tool tabs
3. Choose between **Analytics** and **Budget Setup** tabs

::: info Permissions

* **Analytics Tab**: Stage Managers, Designers, Production Managers, Owners
* **Budget Setup Tab**: Production Managers and Owners only
  :::

***

## Analytics Tab

### Summary Cards

At a glance, see:

* **Estimated Cost** — Total of all piece estimates
* **Actual Spent** — Sum of recorded expenses
* **Variance** — Difference (green = under, red = over)
* **Rentals** — Count of rented items

### View Modes

Toggle between **Costumes** and **Props** budgets using the tab switcher.

### Grouping Options

Sort your view by:

* **Status** — TBD, To Build/Buy, Ready to Fit, Complete
* **Character** — Grouped by cast member
* **Source** — Stock, Purchased, Rental, Borrowed, Built

### Rental Returns Section

Track items with return deadlines:

* Overdue rentals highlighted in red
* Click to view rental details

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## Budget Setup Tab

### Configuring Allocations

1. Set **Total Costume Budget**
2. Set **Total Props Budget**
3. (Optional) Set category sub-budgets

### Health Indicators

| Color | Status |
|-------|--------|
| 🟢 Green | On track (under 80%) |
| 🟡 Yellow | At risk (80-100%) |
| 🔴 Red | Over budget |

### Budget Alerts

Enable alerts to receive notifications when:

* Any category exceeds 80% of allocation
* Total spending exceeds budget
* A rental return date is approaching

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## Printing Budget Reports

1. Click the **Print** button in the action toolbar
2. A professional budget summary generates with:
   * Summary statistics
   * Department breakdown
   * Item-by-item listing

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## Tips

* Update actual costs as receipts come in
* Mark items as "Complete" to lock their costs
* Use the variance column to identify problem areas early

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*See also: [Costumes](/pro/user/features/costumes) • [Props](/pro/user/features/props) • [Production Management](/pro/user/features/production)*