Budgets are the core of spend control in Budgetly. They set limits on how much your team can spend and how often those limits reset. Here’s everything you need to know.
1. Create a budget
Set a name, limit, cycle, and add users. Choose between shared or individual limits to control how the budget is split.
| Key settings | Options |
|---|---|
| Cycle | One-time, Daily, Weekly, Fortnightly, Monthly |
| Limits | Shared (everyone shares the total) or Individual (each user gets a cap) |
Read the full guide: How to create a budget.
2. Understand budget cycles
The cycle controls how often the spending limit resets. Essentials plans get one-time, weekly, and monthly. Premium adds daily, fortnightly, and custom reset dates.
Read the full guide: Understanding budget cycles.
3. Edit a budget
Change the name, limit, cycle, members, or limits at any time. The edit form is the same layout as the create form.
Read the full guide: How to edit a budget.
4. Add and manage budget members
Add users and owners to a budget. Users spend from it; owners can edit it and see all transactions.
Read the full guide: How to manage budget members.
5. Top up or reduce a budget
Increase or decrease the available balance for the current cycle without changing the budget’s limit. Useful when a team needs extra funds mid-cycle.
Read the full guide: How to top up or reduce a budget.
6. Top up individual users
When using individual limits, you can top up a specific user’s balance without affecting others. The top-up resets naturally at the next cycle.
Read the full guide: How to top up individual users.
7. Pause and resume a budget
Temporarily block all spending from a budget without archiving it. Resume when you’re ready.
Read the full guide: How to pause and resume a budget.
8. Archive a budget
Remove a budget from your active list when it’s no longer needed. Archived budgets retain their data and can be unarchived later.
Read the full guide: How to archive a budget.