Budget Resources

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Budget has been reimagined with the goal of improving the user experience and overall usability through a feedback-driven design.

This will include a new Budget summary page, improved Budget creation workflows, and the option to purchase an enhanced card integration.

New Budget will be replacing our Legacy Budget module for organizing spending, tracking allocations and overall workflow management.








Getting Started: Tools to help you get your feet off the ground.

Ready to get started making the switch to New Budget? Check out the below resources.

Overview of New Budget

Browse through this overview document for a better idea on how New Budget Management provides you with accurate collection of spend information, actionable reporting, better insights into your ROI and much more.

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New Budget Training Course

Enroll in a free, comprehensive training course that will walk you through the in’s and out’s of New Budget.

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Help Article: Configuring Budget Settings

This article walks you through all the steps to get started on building out your budget.

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Help Article: Creating Budget Templates

Read this to help create templates to use any time you or your team needs to add a new budget item.

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What’s New in Budget Management

Watch this quick 2-minute video to learn about the all the new features now available in the redesigned Budget Management.

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Budgeting 101

This article reviews how you can organize spending and track allocations.


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What about my Card Integrations?

We have also reimagined our Card Integrations with additional functionality to make spending and tracking even easier.

Cvent and Citi Card

Read through this overview document understand how you can make a payment for your meeting and event expenses and track the expense directly in your event budget.

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Help Article: Requesting a Virtual Card

This article walks you through the steps of requesting a Virtual Card, that can be used to track event-related expenses, sent directly to a vendor for payment processing, or to store the card details in your event.

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Help Article: Managing a Virtual Card

Follow these steps to view and share the card details, request a higher limit, or cancel the card request altogether.

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Help Article: Reconciling your Virtual Card

After transactions have been submitted through your virtual card, follow these steps to reconcile them in your event's budget.

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