Frequently Asked Questions

If you haven’t previously created a project, you should see the following message on the Home screen, “No Projects. You can create them by tapping the “+” button above”. (If you have created a project previously, you will need to Add a Project). Press the “+” Button on the top right of the screen. 

  1. You will be directed to the Add Project screen
  2. Press on “Project” to give your project a name
  3. After giving your project a name, Press the “Budget” field and you will be taken to the Budget Screen
  4. Once you’ve entered your budget and contingency, enter the Completion Date of your project
  5. Finally add any members you wish to add to the project
  6. Press on the “✓”Button on the top right of the screen to save your project information
  7. You will now be taken to the Home Screen showing a graph describing the budget allocated to your project and nuy,ber of days remaining till it completes.

After giving the project a name, press on Budget on the Add Project screen

  1. You will be taken to the Budget screen and will see the following message, “No Budgets. You can create them by tapping the “+” button above.
  2. Press on the “+” button on the top right of the screen
  3. You will be directed to the Add Budget screen
  4. Press the Budget Item field
  5. Select a Budget Item (E.g. Kitchen, Planning etc.) or can also enter your own Budget Item by pressing on the “+” button on the top right of the screen
  6. Enter the Amount you wish to allocate to this Budget Item
  7. You can adjust the Contingency for a Budget using the slider. By default, Contingency is set at 20% when a Budget Item is first set up
  8. Press “✓” to save your changes
  1. After creating the project, click on the “Edit” Button on the top right of the project home screen
  2. You will be directed to the “Edit Project” screen
  3. Select “Members”
  4. Press on the “+” Button on the top right of the “Members” Screen
  5. You will be presented with a pop up to enter the email address of the person you wish to share you project with.
  6. Enter their email address and press Done.
  7. You will then be presented with the email message that will be sent. You can choose to edit this message and then click Send
  8. If the invited member, does not have an account, they will need to create one. When they log in they will be able to see all the project details and make changes including adding and deleting transactions.
  9. The invited member will not have access to your contacts.
  10. The Project screen will show the number of members who have access to the project.
  1. After creating the project, click on the “Edit” Button on the top right of the project home screen
  2. You will be directed to the “Edit Project” screen
  3. Select “Members”, where you will be presented with the email addresses of members who have access to your project
  4. Swipe left on the member you wish to remove, and a delete icon will appear
  5. Select the delete icon
  6. Press “X” to return to the Edit Project screen, and the member count should reflect the change you just made

On the Category screen,

  1. Swipe left on the category you wish to edit or delete
  2. Select either the edit or delete icon to edit and delete the category respectively
  3. You won’t be allowed to delete a category if there are transactions attached to it. You will have to reassign those transactions first before you can delete the category
  4. Categories are unique to a project. So deleting a category on one project will not affect other projects you may have set up

On the Budget Item screen,

  1. Swipe left on the budget item you wish to edit or delete
  2. Select either the edit or delete icon to edit and delete the budget item respectively
  3. You won’t be allowed to delete a budget item if there are transactions attached to it. You will have to reassign those transactions first before you can delete the budget item
  4. Budget items are unique to a project. So deleting a budget item on one project will not affect other projects you may have set up

On the Home screen, if you haven’t added transactions previously, you will see the following message, “No Transactions. You can create them by tapping the “+” button below”.

  1. Press the “+” red button on the bottom right of the screen
  2. You will be directed to the Add Transaction screen
  3. Press on Category, and you will be directed to the Select Category screen
  4. On the Select Category screen you will see the following message, “No Categories. You can create them by tapping the “+” button above”
  5. Click on the “+” button on the top right of the screen
  6. You can either select an existing Category, or create a new one by pressing the “+” button on the top right of the screen. Enter the “New Category” name
  7. Back on the Add Transaction Screen, enter a description for the transaction. You can use the description field to enter part-payments. For example, you may create a transaction for the Plumber category, with a description for “Deposit” as one transaction and “Final Payment” for another transaction
  8. Enter a “Unit Price” and “Quantity” for the Transaction. In most instances, the Quantity will be “1”, but you may want to enter the number of hours as the “Quantity” and the hourly rate as the “Unit price
  9. You can toggle to apply a Sales Tax if applicable. The Sales Tax is set at 10% by default,  but can be changed in the Settings screen
  10. Press on Budget to select the Budget Item that the Transaction is linked to. E.g. for the Plumber transaction, this may be linked to the Kitchen budget
  11. You can select a Due On date for when the payment is due. If you select a due date, you will get a reminder notification on the day
  12. Once you have paid for the transaction, you can toggle the Paid button, and enter the date for when the transaction was “Paid On”
  13. You also have the option to add photos and notes to the transaction

When you first set up the project, the yellow arrow will be at the “0” level on the graph. The red portion of the graph will show you the contingency you have allowed for in the project. As you add transactions, the yellow arrow will move in a clockwise direction to show how much you have committed to spend so far.

As you mark transactions as Paid, the graph will also show a shaded blue portion to indicate how much of the committed transactions have been paid.

The Remaining value in the middle of the graph will turn red when the sum of the transactions you have entered, exceeds the total budget that you allocated for the project.

The Remaining value will be negative, when the sum of transactions exceeds the budget and contingency you allocated for the project.

Staged payments can be added by adding multiple transactions. For example to add a two stage payment for a Plumber, you would add an initial transaction with Category of Plumber, and Description of “Deposit”. This would have a the appropriate due date for when the payment was due.

You would then add another transaction with Category of Plumber, and the Description would be “Final”, and due date for payment would be set accordingly.

By setting a Due On date on the transaction screen, the application will send a notification on the date the payment is due.

In Settings, ensure Payment Reminders is toggled to ON, and in the System Settings on your phone, ensure Notifications are enabled for the BudgetMyReno application.

Photos are added in the transaction screen. You can add a photo when creating or editing a transaction.

  1. When on transaction screen, press Photos
  2. If this is the first time you’re adding a photo to a transaction, you will be presented with the following message ““No Photos. You can create them by tapping the “+” button above”
  3. Press the “+” button on the top right of the screen
  4. You can select to either “Take Photo” or “Add Photo”
  5. You can add a description to the photo by pressing “Tap here to add a description”
  6. You can also delete the photo by pressing on the trashcan icon overlaid on the right bottom corner of the photo
  7. If you are adding multi-page invoice, you will have to take multiple photos in order to add it to the application
  8. Press “X” to return to the Transaction screen
  9. The Transaction screen will show you the number of notes entered against that transaction

Notes are added in the transaction screen. You can add notes when creating or editing a transaction.

  1. When on transaction screen, press Notes
  2. Tap the notes area to bring up a keyboard to start typing your notes
  3. Press the “✓” button to save your note
  4. Press “X” to return to the Transaction screen
  5. The Transaction screen will show you the number of notes entered against that transaction
  1. Select the menu icon on the top left corner of the screen
  2. Select “Add Project” to add another project
  3. Follow the same process you went through to create your first project
  4. When you return to the home screen, you’ll notice blue dots under the graph to indicate that multiple projects are available to view. The number of dots indicate the number of projects available to view.
  5. Swipe left or right to view the additional projects
  1. Go to the Home Screen
  2. Press on the “Edit” icon on the top right of the screen
  3. You will be directed to the “Edit Project” screen
  4. Press “Budget”
  5. Press on the “+” button on the top right of the “Budget” Screen to add a new Budget Item, or select one of the Budget Items to edit it.

By selecting the Menu icon on the top left corner, and then Activity, the application will show you the history of changes on your project. The events that are tracked are as follows:

  • When a new budget was added or changed
  • When a transaction was added or changed
  • When a new note was added to a transaction
  • When a transaction has been marked as Paid
  • When a payment due date was changed

When you have multiple projects, a three dot icon will appear on the top left corner of the screen. Pressing this icon will pop up a list of available projects for which you can view history for.

  1. Select the menu icon on the top left of the screen
  2. Press Settings
  3. Here you can change the name of the tax and the rate that is applied to your transactions. For example you may select “VAT” as the Tax Name and “20”(%) as the Tax Rate

Archiving a project allows you to remove your project from day to day view, but allow you to access it later if you wish to.

  1. Click on the “Edit” Button on the top right of the project home screen
  2. You will be directed to the “Edit Project” screen
  3. Click on the red Archive button at the bottom of the screen
  4. You will be returned to the Home screen and the project will no longer be visible
  5. You can view archived projects by going to Settings and toggling the View Archived Projects option. Once you do this, Archived projects will be visible on the Home screen

If you wish to reactivate a project from its archived state,

  1. Select the menu icon
  2. Select Settings
  3. Toggle the “View Archived Projects” switch to ON
  4. Return to the Home screen and the archived project should now be visible
  5. Select the Edit icon on the top right corner to edit the project. The project screen should tell you that it is archived
  6. Select the Undo icon on top right corner of the screen to Un-archive the project
  7. You will now be able to edit the project as required

Once you have archived a project, and it is visible via Settings -> View Archived Projects.

  1. Click on the “Edit” Button on the top right of the project home screen
  2. You will be directed to the “Edit Project” screen
  3. The screen will indicate that the project has been archived
  4. Click on the red Delete button at the bottom of the screen
  5. You will be returned to the Home screen and the project will no be available

Note projects cannot be recovered once deleted, so we recommend you only archive projects so that you can view them at a later date if you wish to.

You can add contacts to the application so that you have a central place to store contacts for tradespeople, suppliers etc., across your renovation projects. Note that contacts are not shared with members of your projects.

  1. Select the menu icon
  2. Select Contacts
  3. Press the “+” button on the top right of the screen
  4. You will get the option of either creating a new contact or importing an existing contact from your phone address book
  5. Select a Category for your contact to allow you to find them easily later on
  6. Enter Name, Company, Phone 1, Phone 2 and Email
  7. Enter a Rating for the contact so that you have a record of whether you have had a good experience in the past on previous projects
  8. You can also add Comments against the contact
  9. When done click on the “✓” to save your changes
  10. You will then be taken to a summary view of your contacts which you can filter by Alphabetical or Category
  11. Select the contact and then the Edit icon (top right corner) to edit their details. At this point you can also delete the contact by pressing the red Delete button at the bottom of the screen.

We provide you the ability to export your transactions from the application.

  1. Go to the Menu icon on the top left corner of the screen
  2. Go to Settings
  3. Select CSV Export
  4. This usually displays the file on your phone’s browser. Select the “Export” option on your phone to perform a variety of activities with this file including saving, emailing, printing or sending it to other applications.
  1. Select the menu icon on the top left corner of the screen
  2. Go to Settings
  3. Select Change Password under User Profile
  4. Enter your new password in the New Password and Confirm New Password fields
  1. Select the menu icon on the top left corner of the screen
  2. Go to Log Out
  3. You will be returned to the sign in screen of the application
  1. Select the menu icon on the top left corner of the screen
  2. Go to Settings
  3. Select Feedback. This sends us an email and we aim to action any requests for cancellation within 48 hours. We’d appreciate if you’d let us know why you want to cancel so we can look to improving any issues with the app.