Budget Management Learning Center

Budget Management
Learning Center

Accurately track your event budget and monitor spend across all meetings and events.

Tedious data entry, time-consuming Excel formulas, and disconnected systems often lead to a lack of visibility and wasted resources. With Cvent Budget Management, you can track spend and view reports that help you demonstrate the ROI of your meetings and events.

Explore Budget Management resources

Getting started

Welcome to Budget Management! We’re excited to get started and help launch your event.

Recommended training

The Budget Administration course guides you through how to create a budget template for your events from start to finish, from creating categories to savings formulas and policies, and everything in between.

Popular topics

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Setup

Configure Budget Settings
Create Budget Templates
Setting Up Budget Policies

Versions & items

Adding Budget Versions
Adding Budget Items
Modifying Budget Items

Manage

Manage Budget Payments
Setup Budget Allocations
Add General Ledger Codes

Admin

Requesting a Virtual Card
Reconciling Virtual Card
Travel Data in HCP Report

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Budget Management discussions

  • RE: Budget Question

    Posted by: Rebecca Yousif, 06-26-2025 13:31
    Discussion

    Hi Lindsay - Without knowing all the details and requirements of your account, I think the answer would be that you should be able to standardize which sub-categories are included if you have a specific ...

  • Discussion

    Hi all, I am uploading a Budget through 'Budget Upload' in Cvent and although all is done correctly (no errors etc), I see no lines in my budget : ( I also received a notification that all lines ...

  • Discussion Thread

  • RE: Budget Question

    Posted by: Julia Plymack, 05-15-2025 16:13
    Discussion

    Hi Lindsay, I double checked this with one of our Life Sciences SMEs and they said the following: You can't limit what sub categories show based on other custom fields (like event type). She ...

  • Budget Question

    Posted by: Lindsay Buchanan, 05-12-2025 10:08
    Discussion

    There is a push to standardize the budget templates in our account across our enterprise. We currently have a standard agreement on the primary budget categories, however, this push to standardize the ...

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Product news

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Submit a product idea

Submit and vote on fresh product ideas and enhancements to help drive the future of Cvent and power your virtual, hybrid, and in-person event programs. We look forward to hearing your feedback!

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Beta Program Opportunities

Cvent's Beta Programs let you try new features early and shape the final product with your feedback. Join us to influence future product developments.

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Customer stories


W.L. Gore & Associates

“Before Cvent, the program didn’t really have a capability to send out emails or keep the budget items in order. Having all of our information and our data stored in one system, including budgets, surveys, and other such things, means we have one place to house everything now.”


 Kelsey Denham, Event Manager

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Neuberger Berman

“To have a more automated process, we focused on the event initiation and budgeting. Now that we have all that data in Cvent, they use the reports on a business level. It used to take use 45 to 60 days to reconcile budgets, but now we can do it within 30 days. That's about a 50% difference.”


Rose Pasqua Strickland, Vice President - Event Manager

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