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Track a production budget

Intermediate5 min readUpdated May 2026

The Budget tool tracks what your production is spending, by category, with the total updating as you go. This guide covers setting up a budget and keeping it current.

Before you start

You'll need a project. Any project will do.

1

Open the Budget tool

Select Budget in the project sidebar. It opens as a set of categories with a running total, ready for you to fill in.

2

Set up your categories

Create the categories that match your production: camera and lenses, lighting and grip, cast and crew, locations, post and delivery. The categories are how the budget reads at a glance.

3

Add line items

Under each category, add the individual costs with an estimated amount. Be specific enough that a number means something when you come back to it in a week.

4

Log actual costs against estimates

As money is committed and spent, record the actual figure next to the estimate. The gap between the two is the real picture of where the production stands.

Tip

Update actuals little and often. A budget that is current is one you can make decisions from; one you update once is just a guess.

5

Read the totals

Each category totals on its own, and the project totals across all of them. The number updates the moment you change a line, so it is never out of date.

6

Export the budget

Export the budget as a clean PDF to send to a producer or a financier. What goes out is a snapshot of the figures exactly as they stand when you export.

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