Your Budget — Track Program Purchases

Your Budget helps you plan and record purchases for the school year so you always know what you have left to spend.

Where to go #

In the left menu, open Your Budget.

Directors may also use Budget Setup to set categories and starting amounts for teachers.

See your balance #

1. Open Your Budget.
2. Confirm you are on the correct school year (use the year switcher if needed).
3. Review remaining balances by category.

Add a purchase #

1. Choose Add New Purchase (available for the current school year).
2. Pick a category, amount, vendor or description, and date.
3. Save. Your remaining balance updates automatically.

You can edit or delete a purchase later if something changes.

Budget settings (teachers) #

From Your Budget, open Budget Settings when available to:

• Review categories (these are usually district-wide so everyone speaks the same language).
• Set or adjust your starting amounts (often auto-saved as you type).
• Optionally share a view-only look at your budget with colleagues.

Tips that keep things calm in May #

• Log purchases when you order — not only when the box arrives.
• Use clear descriptions (“reed order – spring”) so your future self understands the ledger.
• Switch school years carefully before comparing balances.

If categories or district totals look wrong, ask your music director — they manage setup in Budget Setup.