The Funds report is where you log what you spend on an event and see how it compares with the money that came in from tickets. You can keep it to yourself, or publish it on your event page as a Budget tracker so attendees can see where their money went. It works on every event type: standard events, group buys, cost splits, and fundraisers.
Where to find it
Open your event's host dashboard and look in the Manage section for Funds report. Its sub-line reads "Log expenses and show attendees where the ticket money went", and once you've logged some expenses it shows a summary of them instead. On a fundraiser the link lives in the Transparency section (see "On a fundraiser" below).
The three totals
At the top of the page you'll see Collected, Spent, and Remaining.
Collected is the ticket money from RSVPs whose payment has been verified. Each RSVP is counted at what that attendee owes: their ticket type (or the ticket price times the number of guests), plus add-ons, minus any promo code discount, plus shipping and tax. Comp (free) tickets count as zero, and so do people who were left out of a cost split. Cancelled RSVPs aren't counted.
RSVPs that aren't paid or verified yet are left out of Collected. A note under the totals tells you how much is still waiting, for example: "$25.00 more is from RSVPs that aren't paid or verified yet, so it isn't counted as collected."
Spent is the total of your expenses, and Remaining is Collected minus Spent. If you've spent more than has come in so far, Remaining shows as a negative number with a short note, and it climbs back as more payments are verified.
A worked example
Say you're hosting a $25 meetup and four people have paid and been verified. Collected shows $100.00. You log a $40.00 expense under Venue with the description "Venue deposit", so Spent shows $40.00 and Remaining shows $60.00. A fifth person has RSVP'd but hasn't paid yet, so a note reads "$25.00 more is from RSVPs that aren't paid or verified yet, so it isn't counted as collected." Once their payment is verified, Collected goes up to $125.00 and Remaining to $85.00. (To keep the numbers simple, this example leaves out card fees; see below.)
Logging expenses
Under Add an expense, pick a category (Flowers, Gifts, Delivery & shipping, Printing & design, Venue, Payment & platform fees, or Other), a date, a description, and an amount in the event's currency. On a regular event the category starts on Venue and the description box suggests "e.g. Venue deposit". You can edit or remove an expense at any time.
You can attach a photo of the receipt to each expense. Attendees can open receipts when the report is on the event page, so cover card numbers and addresses before you upload.
Card fees
Card fees you paid on Stripe ticket sales are added automatically as a Card processing fees line. Fees attendees covered at checkout aren't counted, because they never came out of what you collected. If you already logged Stripe fees by hand under Payment & platform fees, remove them so they aren't counted twice.
Showing it to attendees
Show on event page is off by default. While it's off, only you and your co-hosts can see the report or the Collected total, so your ticket income stays private.
Turn it on and a Budget tracker appears on your event page, inside the progress-updates card. It shows the three totals (labelled Collected on regular events) and every expense. Anyone viewing it can tap Download CSV next to the Budget tracker heading to get a spreadsheet of every expense, including the Card processing fees line.
The first time you publish it, your confirmed attendees get a bell notification, for example "Budget tracker for Spring Meetup" with the message "The host published how the funds were spent." Turning it off and on again doesn't notify them a second time.
Who can see it
The Budget tracker, its totals, and (on a fundraiser) the progress bar and donor wall only show to people who can already see the event:
- On a password-protected event, that means people who've unlocked it.
- People you've blocked can't see them.
- Draft events stay private to you and your co-hosts.
- On a cancelled event, only people who RSVP'd can see them.
Editor co-hosts can manage expenses. Scanner co-hosts can't open the page.
Funds report vs. Insights
Insights is your private analytics: RSVP and revenue trends over time (see Your event's insights dashboard). The Funds report is different. It compares income against expenses, and you can choose to show it to attendees.
On a fundraiser
Everything above works the same way, with a few differences:
- The first total is Raised instead of Collected. It's your verified donations, the same figure as the progress bar on your event page.
- The link is in the Transparency section of your dashboard, next to Post a progress update and Record a donation.
- New expenses start on the Flowers category.
- The Wrap up your fundraiser checklist, goal nudges, and Record a donation are only for fundraisers.
For the rest of the fundraiser setup, see Setting up a fundraiser.
Related
- Posting progress updates — the Budget tracker shows up inside the progress-updates card.
- Your event's insights dashboard — private analytics for RSVPs and revenue.
- Co-hosts & roles — which co-hosts can manage expenses.