Budgets
Budgets
Expensify’s Budgeting Tool: get ahead of spend before it becomes a problem
How does Expensify’s budgeting tool work?
Expensify’s budget feature lets admins set budgets either monthly or annually for their organizations. You can set budgets for specific expense types like travel or meals, for the organization as a whole, and for specific teams, departments, or employees. You can also select when you want to be notified – for example, when the budget is 50% or 75% spent.
Features of Expensify’s budgeting tool
Set budgets for anyone, and keep track of how much of the budget remains.
Set budgets for anyone
Admins can set a budget for the organization, departments, and individuals, so there are no surprises about how much is spent.
Get notified when you want
Choose your notifications – for example, you can elect to be notified when the budget is 50% spent.
Choose your cadence
Set budgets for the month or for the year, whichever helps you plan.
How to set category budgets in Expensify
Company admins can set budgets for specific categories of spend.
Navigate to Settings > Workspaces
Click on Categories > Select a Category > Edit rules
You’ll see a section at the top called Budget
Click Enable and input your desired settings
How to set budgets for locations or departments in Expensify
Admins can set budgets for any tag, such as location or department.
Navigate to Settings > Workspaces
Click on Tags
Click on Edit Budget
Stay ahead of any surprises with Expensify
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