1. Home
  2. Docs
  3. Clerk Budgets App: General
  4. Tracking Money Budgets

Tracking Money Budgets

Money budgets allow you to track financial budgets based on linked invoices and linked quotes.

This is how money budgets work:

  • When you create the Clerk project, the money budget is always enabled for it.
  • Both invoices and quotes can add to or spend the budget. Invoiced total and quoted total amounts are used.
  • You can set a static money budget that will be summarized with invoices or quotes that add to the budget.
  • Each budget has its currency. Only invoices and quotes in that currency will affect the project budget.
  • You can restrict what invoice and quote statuses affect the budget. For example, you could make it so that draft invoices don’t spend the budget.
  • All linked invoices and quotes are displayed on the budget details screen