Budget Calculator
Pick a title, check off the expenses you're planning, and adjust the numbers. Exporting saves the plan straight into that title's budget record (the same one the dashboard's Spend-vs-budget tracking reads) and downloads a Status / Item / Partner / Budgeted / Spent / Start Date / End Date / Notes spreadsheet you can drop in the title's budget folder.
Nothing selected yet — the checklist below still works, but exporting won't save to a title record until this matches one on file.