TripMapper’s budget feature (only available on our ‘Trip+ plan) allows you to manage and track your spending both before and during your trip.

You can also convert one currency to another for accurate budgeting. We currently only use data from the European Central Bank to manage our currency conversion feature. We synchronise this data daily at 00:00 UTC. Daily rate updates mean that your budget utilisation may change day-to-day if you’re using our currency conversion feature. Click here for more information on our currency conversion feature.

This article focuses on the web app only. Click here for more information on the mobile app’s budget feature.

Guide to using the budget feature on the web 🖥 💻

Set a budget

If you 'skipped' adding a budget when first creating the trip, you can easily add your budget within that trip's 'Trip Settings'. To do this:

1) Select the applicable trip

2) Click 'Edit Trip' in the top right of your Overview screen

3) Once in Trip Settings, click the 'Budget' section

4) Choose whether you want to set a daily budget or an entire trip budget. Then add your home currency and your budget. Click 'Save.' You are now all set to go!

Where can you take a more detailed look at your budget?

  1. Select your trip in your TripMapper account. You will be taken to the trip ‘Overview' page which provides:

  • A progress bar which visually tracks your spending against your budget.

  • Quick currency conversion. By clicking on the currency icon you will be able to convert one currency to another (we only convert currencies available to us via the European Central Bank).

2. Click either ‘Budget’ or ‘Manage Trip Budget’ to take a more detailed look at your trip spend.

3. On the ‘Budget' view you can see a more detailed progress bar where you can track:

  • the total amount you have already paid, including any deposits paid

  • the total of any upcoming costs (costs you have designated/earmarked but which are currently unpaid)

  • what you have left to spend from your budget or how much you have spent over your budget

In addition you can also view your spend by category (ie. accommodation, activity, food, other and travel).

How do you add costs to your itinerary?

Let’s go through an example:

You want to add a hotel booking to your Ibiza itinerary, checking-in on 24th July, checking-out on 27th July. The total cost for the 3 night stay is £900 and the full amount is due to be paid one month prior to your stay.

Go to either ‘Card View’ or ‘List View’ and add a new accommodation card on 24th July. Add the hotel name, OKU Ibiza, the check-in and check-out details and the total cost of the 3 night stay which is £900. Under 'Status' there are a number of options to choose from: ‘To Book’, ‘Booked’, ‘Booked & Deposit Paid’, ‘Booked & Paid’ and 'Paid.'

Choose ‘Booked’ as the hotel is booked but no payment is due until one month prior to your stay. As a reminder to yourself to make the payment one month before the stay perhaps add a task with a due date of 24th June. This task will also show on your trip ‘Overview’ page under 'Trip Tasks'.

Now return to the ‘Budget’ view. The £900 upcoming cost will be included in the budget calculations and will be set out in the ‘Total spend by category’ table.

The total cost of the hotel stay (£900) will automatically be split across 3 nights, so will show as a cost of £300 per night on 24, 25 and 26 July.

In the table you can select individual values for further detail. Go to the table, click on the £300 accommodation entry on 24th July and you will see details of the accommodation costs you have just added to your itinerary.

In the images above you will note an entire trip budget of £3800, however, you can choose to have a daily budget if you’d prefer. To do this go to your ‘Trip Settings’ and select the ‘Budget’ tab. Choose the ’Daily Budget’ option and insert your daily budget. Remember to hit ‘Save.’

Now you have selected a daily budget you will see your daily spend (total of your paid & upcoming costs) against your daily budget at the top of each day in the ‘Card View.’

Another great feature is the ability to convert currency and have this interact with the budget calculations.

When initially creating the Ibiza trip the default currency set was GBP(£) therefore GBP(£) will be used as the default currency for the budget calculations. You can change your default currency at any time in ‘Trip Settings’ under the ‘Budget’ tab.

To show how currency conversion interacts with the budget feature we have set out an example below:

The ferry to Formentera on 26th July will cost €85. In order to input this upcoming cost into the card simply click the currency and change it to ‘EUR’. The €85 will automatically be converted to GBP(£) (using the exchange rate conversions available to us via the European Central Bank). The cost in GBP(£) will be the figure used in the budget calculations.

If you have any questions about the budget feature, or want to suggest anything please use the chat widget at the bottom-right of this page.

Did this answer your question?