---
title: "Expense Parents"
slug: "expense-parents"
updated: 2023-10-20T07:49:40Z
published: 2023-10-20T07:49:40Z
canonical: "help.planful.com/expense-parents"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.planful.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Expense Parents

## Expense Parents

In Planful for Marketing, an expense can belong to campaigns, child campaigns, or expense groups, or it can remain unassigned.

[Expense Parents](https://fast.wistia.net/embed/iframe/vgwbhwgdi5)

**In Practice: To assign a Parent for an Expense**

1. Navigate to **Manage** **> Expenses > All Expenses**.  
![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/1(26).png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A57%3A37Z&se=2026-10-26T13%3A57%3A37Z&sr=c&sp=r&sig=fZdQKsMmCC0LNloF%2BCSNZP2ddZ9LOU3igcnux38ETy8%3D)
2. The **Expenses** page appears.  
![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/2(28).png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A57%3A37Z&se=2026-10-26T13%3A57%3A37Z&sr=c&sp=r&sig=fZdQKsMmCC0LNloF%2BCSNZP2ddZ9LOU3igcnux38ETy8%3D)
3. For demonstration purposes, make sure you are viewing the expense list by clicking the **View by** option located in the upper left.

There are two ways to assign a parent to expenses in Planful for Marketing.

- **The first way is to select the parent from the expense details page within an expense:**

1. Go to **Manage** **> Expenses > All Expenses**.  
![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/1(26).png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A57%3A37Z&se=2026-10-26T13%3A57%3A37Z&sr=c&sp=r&sig=fZdQKsMmCC0LNloF%2BCSNZP2ddZ9LOU3igcnux38ETy8%3D)
2. Select the expense you want to edit.  
![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/3(23).png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A57%3A37Z&se=2026-10-26T13%3A57%3A37Z&sr=c&sp=r&sig=fZdQKsMmCC0LNloF%2BCSNZP2ddZ9LOU3igcnux38ETy8%3D)
3. On the expense detail page, click the **Parent** dropdown menu to change its parent.
4. Once you have selected the new parent, click **Save & Close** to confirm the changes.  
![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/4(19).png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A57%3A37Z&se=2026-10-26T13%3A57%3A37Z&sr=c&sp=r&sig=fZdQKsMmCC0LNloF%2BCSNZP2ddZ9LOU3igcnux38ETy8%3D)

- **The second way is to navigate to the Expense page and make bulk changes by using the Actions dropdown on the far right-hand side of the page:**

1. Navigate to **Manage** **> Expenses > All Expenses**.  
![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/1(26).png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A57%3A37Z&se=2026-10-26T13%3A57%3A37Z&sr=c&sp=r&sig=fZdQKsMmCC0LNloF%2BCSNZP2ddZ9LOU3igcnux38ETy8%3D)
2. Select the check box located on the left side of each expense you want to assign.
3. On the right-hand side of the page, click the tool icon and select **Actions.**  
![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/5(12).png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A57%3A37Z&se=2026-10-26T13%3A57%3A37Z&sr=c&sp=r&sig=fZdQKsMmCC0LNloF%2BCSNZP2ddZ9LOU3igcnux38ETy8%3D)
4. Select the **Change Parent** option from the **Actions** dropdown menu.  
![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/6(10).png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A57%3A37Z&se=2026-10-26T13%3A57%3A37Z&sr=c&sp=r&sig=fZdQKsMmCC0LNloF%2BCSNZP2ddZ9LOU3igcnux38ETy8%3D)
5. The **Change Parent** window appears with the list of parent campaigns and expense groups.
6. Select the required parent and click **Ok.**![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/7(9).png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A57%3A37Z&se=2026-10-26T13%3A57%3A37Z&sr=c&sp=r&sig=fZdQKsMmCC0LNloF%2BCSNZP2ddZ9LOU3igcnux38ETy8%3D)
7. If you want to assign the expense to a child campaign, click on the arrow next to the parent campaign to reveal the child campaigns within it.  
![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/8(11).png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A57%3A37Z&se=2026-10-26T13%3A57%3A37Z&sr=c&sp=r&sig=fZdQKsMmCC0LNloF%2BCSNZP2ddZ9LOU3igcnux38ETy8%3D)

Note:The Manage page also allows you to change the parent of an expense by dragging and dropping it onto a campaign or expense group listed on the sidebar.