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Matidor 101: Tracking Budgets and Costs on Mobile | Manage Project Spending On the Go

Learn how to track budgets and costs in Matidor Mobile so you can manage project spending from anywhere. In this quick tutorial, you will see how to review budgets, filter costs, add new entries, and keep financial updates organized right from your phone.

In this video, you will learn how to:

  • Open a project and view the project budget summary on mobile
  • Filter budgets by status, year, and cost range
  • Review total budget, accumulated costs, and remaining budget at a glance
  • Access the All Costs section to add, edit, or delete costs
  • Add new costs directly to an active budget from mobile
  • View linked cost codes, budget fields, and comments in one place
  • Create or delete budgets, including Matidor budgets and integrated budgets if enabled

Tracking budgets and costs on Matidor Mobile keeps project financials simple, organized, and accessible wherever work takes you. Perfect for field teams, project managers, and anyone who needs real time budget visibility on the go.

Start tracking budgets and costs in Matidor today. Click here to learn more or sign up for a free demo.

Transcript

What This Video Covers

This tutorial shows how to track budgets and manage project costs directly from the Matidor mobile app. It covers how to navigate the Budgets section inside a project, filter budgets by status, year, and cost range, read your project-wide budget summary, add new costs to active budgets, open individual budget detail views, and create or delete budgets on the go. By the end, you will know how to stay on top of project financials from anywhere in the field.

Who This Is For

This video is for project managers, site supervisors, and field leads who need real-time visibility into project budgets without being tied to a desktop. It is also relevant for finance leads, environmental consultants, oil and gas project coordinators, and construction managers who are responsible for tracking spending against approved budgets while work is actively happening in the field. If your team needs a faster way to review costs, log new expenses, and monitor remaining budget from a mobile device, this walkthrough shows exactly how to do that in Matidor.

Step-by-Step Walkthrough

Open the Matidor mobile app and navigate into one of your existing projects. Once inside, you will see the Budgets section with your project's total remaining budget displayed front and center. This gives you an at-a-glance financial status without needing to dig through menus. Tap the Budgets section to open a more detailed view showing all budgets in the project, automatically sorted to display active budgets first.

At the top of the budget list, use the filter options to narrow results by status: Active, Pending, or Closed, as well as by year or cost range. This makes it easy to find specific budgets on projects with multiple active funding sources or cost centers. Just below the filters, your project-wide budget summary shows Total Budget, Accumulated Costs, and Remaining Budget, all automatically calculated from the budgets in your project.

Scroll down to the All Costs area to see total project costs in one view. Tap here to enter the full cost management section, where you can filter entries, add new costs, edit existing ones, delete records, and review comments tied to each cost entry, all the same capabilities available on desktop. Within individual budget cards, each one displays its own remaining balance. For any active budget, tap the plus icon to quickly add a new cost directly to that budget without navigating away.

To see full budget details, tap into any individual budget card. This opens a detailed view with linked cost codes, budget fields, and associated comments all in one place. From the main Budgets screen, you can also create new budgets, including integrated budgets if that connection is enabled in your workspace and delete budgets that are no longer needed.

Key Takeaways

Matidor's mobile budget tools give project managers and field leads the financial visibility they need to make informed decisions from any job site. Filtering by status and cost range keeps large project portfolios manageable, while the project-wide budget summary ensures you always know where you stand against your approved spend. Adding costs on the go means nothing gets recorded late or forgotten between the field and the office. Start tracking budgets and costs with Matidor today. Click here to learn more or sign up for a free demo.