Budgets

Create recurring or one-time budgets, choose which card spending counts, track actuals against each budget and edit or delete budgets you own.

Accounting → Budgets tracks spending against a cap. A spending budget doesn’t set a card’s spend limit.

Company Admins and Bookkeepers manage all company budgets. Other company members can create budgets and manage the ones they own.

The sidebar shows Budgets after your company finishes onboarding. Employees see their own cards’ assignments on My cards and transaction tags on My transactions.

Every turns on spending budgets company by company. If you don’t see them, email [e-mail] to ask about them.

Create a budget

1. Open the form

   Select Create budget, or press C.

2. Name the budget

   Under Details, enter a Name. Optional: add a Description.

3. Set the cap

   Under Budget, enter a Cap amount (USD) greater than zero.

4. Choose a schedule

   Under Schedule, choose One-time with a Start date and End date, or Recurring with a Start date and a Frequency of Monthly, Quarterly or Annually.

5. Choose what the budget covers

   Optional: under Organization, add Owners, Cards and Every categories. With your accounting software connected, add rules under QuickBooks accounts.

6. Add notifications

   Optional: under Notifications, select Add notification and enter a whole-number percentage from 1 to 100.

7. Save the budget

   Select Create budget. You’re added to the budget’s Owners, along with the people you chose.

Recurring budgets follow calendar months, quarters or years. The first period starts on the date you choose. A one-time budget includes its end date.

Choose which spending counts

New spending on assigned cards is tagged to the budget. Card spending in your chosen Every categories also counts.

A card can belong to one budget. In a budget’s sheet, adding a card assigned to another budget you can access asks you to confirm Move card. You need access to both budgets to move it.

Changing cards or category rules doesn’t retag existing transactions. To change the budget on one of your own transactions, open it on My transactions and choose its Budget.

Track a budget

Active holds budgets whose end date hasn’t passed and budgets with no end date. Past holds the rest. Select a budget to open it:

• Overview breaks the period’s spending down by category, person and card.
• Actuals lists the 100 most recent tagged transactions, including those outside the current period.

On Actuals, search by merchant or filter by method, status, direction or card type. Select Download CSV to export the filtered rows. To export only some rows, select them, then select the download button that shows how many you selected. Both downloads cover the transactions loaded on the page.

You can change a transaction’s Category on Actuals without changing its budget tag.

Edit a budget

1. Open the editor

   Open the budget and select Edit budget.

2. Make your changes

   Change its name, description, cap, owners, cards, categories or notifications.

3. Save the budget

   Select Save changes.

A budget needs at least one owner. Its type and schedule are fixed after creation.

Delete a budget

Deleting a budget is permanent. Transactions keep their existing tags, and assigned cards are released, so move any cards you want to keep budgeted first.

In the budget’s row menu, select Delete budget, then confirm with Delete budget.

Budget statuses

Budgets show On track, At risk, Over budget or Unknown.