Admins and budget owners can increase or decrease a budget’s available balance at any time using a top-up or reduction.
| Action | What it does |
|---|---|
| Top-up | Adds to the current available balance |
| Reduce | Subtracts from the current available balance |
How to top up or reduce a budget
- Click Budgets in the sidebar.
- Find the budget you want to adjust.
- Select the Top-up button on the right, next to the current available balance.
- Choose Top-up to increase or Reduce to decrease.
- Enter the amount.
- Add a reason for the adjustment (e.g. “Extra funds for conference travel”).
- Click the Top-up or Reduce button to confirm.
Tip: The “Updated available” preview shows the new balance before you confirm — current available plus the top-up or minus the reduction.
Common questions
Does a top-up change the budget's limit?
No. A top-up adds to the current available balance for this cycle only. The budget limit stays the same and resets as normal at the start of the next cycle.
Can a user request a top-up?
Yes. Users can submit a money request from the Budgets screen in the app. The admin or budget owner is notified and can approve or decline it. See How to request money.
Is the reason field required?
Yes. You must enter a reason for the adjustment. This appears in the budget’s action logs for audit purposes.