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.
- Go to the Budgets page.
- Select the budget you want to view, which will bring you to the Budget Details page.
- Add or remove budget users from the Budget Details page.
To update additional budget details, select the Budget Options dropdown and choose Update Budget.
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)
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.