Illustrative example. The dates and amounts below are provided for practice.
A birthday on May 16, 2027 has a USD 60 spending limit. The goal is to see whether a simple meal and gift fit before making purchases.
Enter the actual cost categories
Create a plan with that title, date, budget, and currency. Add shopping items for food at 24, cake at 12, and a gift at 18. These illustrative amounts total USD 54 and leave USD 6.
Put possible decorations in Gift Ideas or Notes until a cost is chosen. An idea in a text list does not change the shopping total.
Leave room for missing expenses
If delivery adds USD 8, add a shopping item rather than assuming it is covered. The total becomes USD 62 and the balance becomes minus USD 2. Reduce an item or raise the budget deliberately before buying.
A seven-day review before May 16 is May 9. Save a separate one-time review date if useful. That is an elapsed offset.
Save the plan and reopen it to verify the figures persist. The planner adds your inputs and does not fetch product prices.