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Budget by Categories
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.
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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!
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1 · Accept Answer Off Topic Insightful 1Vote Up AwesomeI 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.
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeI 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?
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0 · Accept Answer Off Topic Insightful Vote Up Awesome