Project
Budget for a specific project
Client
Client-level budget across projects
Retainer
Recurring budget that resets each period. Unused balance carries over.
Maintenance
Similar to retainer but for ongoing support work.
Prepaid
Client deposits funds upfront, balance decreases with consumption.
Fixed Price
Total project budget, no period reset. Track progress to completion.
Track amounts in dollars
How often the budget resets
Day of month the budget period begins
Contracted amount each period
Operational cap (alerts when exceeded)
Arrears
Client pays after work is done
Upfront
Client pays before work starts
Time entries before this date will not be included. Leave empty to include all.
Normal
Emergency
Paused
Standard operation