Budget Tracker
Track spend against budget by workstream — committed, paid, and remaining — so you always know what's left before the next urgent order lands.
Budget Tracker
You don’t need a complicated budget model for a move. You need to know, at any moment, what you’ve committed, what you’ve paid, and what’s left — so the next rush order is a decision, not a surprise.
What it’s for
To keep the total in view as small purchases pile up. Movers, furniture, IT, kitchen, signage — each feels minor alone, and together they’re most of your budget. This is the running total.
How to use it
- Set a budget line per workstream.
- Log committed (approved/ordered) separately from paid — they’re different numbers.
- Update it from the Purchase Approval Log so the two always agree.
- Watch Remaining before approving anything opening-critical.
The structure
| Workstream | Budget | Committed | Paid | Remaining | Notes |
|---|---|---|---|---|---|
| FF&E | $80,000 | $74,200 | $30,000 | $5,800 | Tight — chairs still open |
| IT/AV | $40,000 | $36,500 | $20,000 | $3,500 | Rush fee added |
| Kitchen | $6,000 | $4,100 | $4,100 | $1,900 | — |
| Move | $18,000 | $18,000 | $0 | $0 | Invoice due post-move |
Tips
- Committed ≠ paid. Track both, or you’ll think you have money you’ve already spent.
- Leave a contingency. Compressed moves always surface a few unplanned costs — hold ~10%.
- Flag the tight lines early. A line near zero is a decision (or an ask) waiting to happen.
See the full workstream: Finance, Procurement & Budget.