Budgets and overcharge reports

Set a budget for a job and catch invoices that come in over it.

Updated October 29, 2026

Open a project and go to the Budget tab.

Build the budget

Click Add to Budget and choose:

Manual Item: type in a line.
From Quote: pull in every line from a quote you accepted.
From Estimate: pull in an estimate.
A catalog item.

Match invoices to the budget

Invoice lines for the project are matched to budget items automatically. Lines that don't match anything show as Not on the budget.

For each budget item you'll see Matched lines, Price diff %, Overcharge, and Variance.

Overcharge report

Export Overcharge report (CSV) or Overcharge report (Excel) for a list of every line billed above the budgeted or quoted price. It's handy for supplier disputes or a job closeout.