Budget by Categories

JADOF

Hi, I've been using Expensify for years. However I find that expenses specially when they become repetitive risk going over budget as we authorize them one at a time without keeping track of the accumulated. Its like the policy tied to a limit per expense but in this case it would be based on a total by week, month, year. As a plus it would be great to be able to create a custom field that works as a unique key so users could input information like invoice number without the chance of using the same invoice information for 2 entries. But the main thing is the budget thing.

Rachael Hopkins

Hi @JADOF Welcome to the Expensify Community!

Don't forget to vote for your own Idea!

We have had budget-type suggestions in past but they have not been overly popular. I will leave this one open in case it gains traction. Feel free to point colleagues etc to vote for your Idea!

Anuj

I strongly feel there should be an option field to define a budget at the time of creating a report. As some this will help keep track of expenses and how much expenses are going over budegt.

LisaM_Expensify2021

I think your only option for now would be to search all the corresponding reports, export to excel, and sum it up there.

I imagine expensify could associate a tag with a limit amount - so the user could tag the project in the expense and it would calculate it. I think?

KristynD

This would also be extremely helpful for our organization. For example, we have an annual Staff Training budget for each employee to spend on things like conferences, private lessons, courses, etc, but I currently have to manually track expenses that folks submit in this category in a separate spreadsheet.

nxtcho

This would be a very useful feature to have as we are a small business that provide reimbursement for benefits but we don't want employees to "go over" a monthly or yearly budget (it's hard to track if it's a yearly budget, especially)