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What Is the Budgets Feature?

Updated this week

The "Budgets" feature is a flexible financial planning tool designed to help companies manage and track team or departmental spend.

It does not lock, hold, or transfer funds. Instead, it acts as a visibility layer over spending, allowing for better planning, accountability, and control.

With Budgets, you can:

  • Allocate spending capacity to employees or departments

  • Monitor actual spend against planned budgets

  • Understand committed amounts versus available funds

  • Track financial activity across reimbursements, card transactions, and petty cash

Budgets provide a real-time overview, improving forecasting and reducing manual tracking.

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