How do I update a budget?

Overview

A budget is a tool to organize company card spending. First, you must register a card, which serves as the funding source for any budget you create.

Whether you create budgets for yourself or send them to your team, you can update the budgets at any time in order to effectively manage company spending.

Watch the video for a comprehensive explainer and demo on how budgets work.

 

Updating Budgets

  1. Go to the Budgets page.
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  2. Select the budget you want to view, which will bring you to the Budget Details page.


    Screenshot 2024-04-28 at 2.00.31 PM.png

  3. Add or remove budget users from the Budget Details page.

    Screenshot 2024-04-28 at 2.00.58 PM.png

  4. To update additional budget details, select the Budget Options dropdown and choose Update Budget.

    Screenshot 2024-04-28 at 2.01.41 PM.png
    When a value is changed, green highlights will indicate intended changes to the section. You can update:
  • Budget name
  • Budget limit
  • Active until date
  • Recurring frequency (for a recurring budget)

    Screenshot 2023-09-18 at 11.44.55 AM.png

    Select the Update Budget
    button to save your changes. The changes will be made effective immediately, and the budget users will be notified.

Note: A budget can only be updated by its creator. The funding source of the budget (a registered card account) cannot be changed.