Set budgets
Put a limit on a category, a tag or a person, and hear about it before it is spent.
Available on: Pro and up
- Open Settings, Budgets and add a budget for a category, a tag or one person.
- Choose each month or each fiscal year, and the limit in your base currency. You can also set a limit for each person, who then sees their own share.
- Under Notify at, list the percentages to warn at. Owners and admins hear once for each, every period.
Spend counts toward a budget once it is approved. A project has a budget of its own, under Projects and clients.
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