Once you develop a better understanding of your monthly spend you can easily update your budget settings to match your company's workflow.


To Modify a Budget:

  • Navigate to the ["Budgets"] tab on theĀ 

  • Select the budget you are wanting to modify. For e.g., Office Expenses.

  • Now, go to the ["Settings"] page and modify the details as per your requirement.



Note that, recurring budget limit WILL NOT affect your current balance but will affect the following month's balance.



If you have any additional questions, please feel free to chat in with us so we can assist you!

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