Projects and budgets

A kitchen renovation runs for months. It all lives in one place.

The budget, the categories, every expense with its receipt behind it and the end date you set in the spring. You open the project and see where the kitchen renovation stands right now, without adding the expenses up by hand.

  • Budget €20,000
  • Spent €18,000 90%
  • Remaining €2,000

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How we thought about it

What did the kitchen renovation cost? Now the answer is always in the app.

That is the question we built projects for.

Every time we finished a renovation we were left wondering what it had actually come to. Half the receipts never turned up, and digging through the bank statements took longer than anyone was willing to spend.

The rest was just as scattered. The quote from the carpenter in somebody's mail, the measurements in a notes app, a budget in a spreadsheet nobody had opened since April. And in the middle of the build the question came up at the kitchen table every other week: how much have we spent so far?

Nobody could answer it without giving up an evening to the search. So we made the project the place the whole venture lives: the budget, the categories, every expense and the receipt behind it. The question has an answer now, and it takes five seconds to fetch.

01 · The expenses

Every row has a receipt behind it.

An expense in the project is rarely just an amount. The row says Anna bought tiles and fittings at Bauhaus for €320 on 16 June, and the receipt is still behind it.

Sometimes only half the purchase belonged to the kitchen. The Hornbach row is marked 50 %, Leroy Merlin with an amount and Bauhaus with the whole receipt, so you see which it was without opening anything.

Read about receipts
The expenses in Kitchen renovation. The mark under the row says how much of the receipt belonged here: the whole receipt, 50 % or an amount.
In the shop

You put the Bauhaus receipt into the app and link it to the project before you have left the shop.

That evening

Anna's purchase is already in the project, and the materials budget has counted itself down.

In August

Nobody has to remember what the tiles cost. The receipt and its link to the project are still in the app, so it is easy to look up afterwards.

02 · The budget

The number moves while you build.

You split €20,000 across four categories: Carpenter, Materials, Appliances and IKEA kitchen. The app counts each one down as the expenses land, and says what is left to allocate. Right now €0.

The carpenter has taken €3,980 of his €4,000, materials €3,720 of €4,000. The kitchen as a whole sits at 90%, and that is a number you see before the next order rather than after it.

The same project on the phone: the total at the top, every category counting down under it.
03 · Where you stand

The question is answered before the next purchase.

You are standing in the shop wondering whether the appliances should be a model up. You open the project on your phone: €2,000 left of €20,000, and under the total is everything that has already gone.

Your partner sees the same number at home. Neither of you has to ring the other to find out what is left of the budget.

The expenses in your pocket: amount, category and payment source on every row.
04 · Next time

Every venture gets its own place.

You can run several projects at once. The deck is a project of its own, with its own budget of €4,000 and its own end date in July. Two budgets, two curves, nothing mixed up. And a project does not have to mean renovation: a trip, a party or a wedding is planned in exactly the same way.

And once the kitchen is finished it stays. What it cost, which categories ran over, which receipts belonged to it. The next time somebody wonders what a kitchen comes to, you have a record of your own to look in.

See the projects in statistics
Garden & deck: €2,760 of €4,000 spent and an end date of 15 July. Its own budget, its own curve.

Also.

Things that do not need a heading of their own, but that keep the project together.

Checklists in the project

The lists that belong to the build sit on the project's own tab, ticked off the same way as your other lists.

Tags that hold it together

Kitchen renovation carries Household and Renovation. The same tags find receipts, lists and recipes.

End date and status

The project carries its own end date, 31 August for the kitchen, and shows whether it is still active.

Left to allocate

The app works out how much of the budget is not on any category yet, and writes the figure out.

A payment source per expense

Anna's card, John's card or the joint account. Every row says where the money actually went.

Several projects at once

Kitchen renovation, Garden & deck and Garage can run in parallel, each with a budget of its own.

Frequently asked questions

How many projects can we have?

As many as you like. Every project gets its own budget, its own categories and its own end date.

Can we link receipts to a project?

Yes. Receipts, expenses and lists are linked to the project, and an expense can take the whole receipt, a share of it or an amount.

Will we see if we go over budget?

Yes. The budget is split per category and updates as the expenses land, so you see what has run over and what is left, category by category.

Anything else?

Write to support@epihem.com, we answer ourselves.

Keep reading

Built by Epidot Solutions AB in Sundsvall, with 15 years of experience in business-critical systems for government agencies and listed companies. Reg. no. 559159-4501.

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