Illustrative example. The dates and amounts below are provided for practice.
Two celebrations fall on April 4 and April 13, 2027. Their preparation may overlap, but separate budgets make it easier to see which event needs an adjustment.
Create one plan per occasion
For April 4, use a USD 80 budget and shopping items totaling USD 65, such as food at 40 and a gift at 25. For April 13, use USD 120 with food at 70 and a gift at 35, totaling USD 105.
Each plan has USD 15 remaining. Together the limits are USD 200 and estimates USD 170, but the planner displays each plan separately rather than an automatic monthly total.
Allocate shared purchases
If both use a USD 10 pack of supplies, split its cost between plans or charge it to one and note the decision. Entering the full USD 10 in both would double-count the household spend.
The event dates are nine elapsed days apart. Use that gap to decide which preparation tasks can be combined.
Save each plan after editing. A change to one budget does not update the other, and linking both to dates does not merge their costs.