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Edit assigned funds in a budget

Next User Type: Admin, Budget Owner

As an admin or budget owner, you can edit the amount of assigned funds within a budget for a budget member or budget virtual card. Assigned funds represent the specific amount of money available to a budget member or card to spend within the budget.

Assigned funds apply to budgets with or without spending targets. If your budget includes a spending target but allows overspending, the total amount assigned can exceed the spending target.

  • Notes:

    • Some fields used to edit funds may display day, week, month, quarter, or year in the title depending on the associated budget period. For simplicity, the word "period" is used in this article in place of those terms.

    • You can apply assigned fund changes to multiple budget members or cards at the same time.

    • You cannot edit assigned funds for users with Full funds access enabled

Edit assigned funds from the mobile app

Edit funds for individual user

  1. In the Next Navigation Bar, tap Budgets

    • Note: If the Budgets icon is not in your Navigation Bar, tap More, then tap Budgets

  2. Tap the budget you want to view

    • Note: If your account only includes one budget, that budget displays automatically.

  3. Tap the user you want to edit

  4. Enable the Assign specific limit option

  5. Tap the dollar amount in the Limit section

  6. Enter the dollar amount you want to assign

  7. To use the same assigned limit for future budget periods, enable the Repeat funds option

  8. To edit future periods' limits, tap the dollar amount in the Limit for future (periods*) section

  9. Tap Save

Edit funds for individual card

  1. In the Next Navigation Bar, tap Budgets

    • Note: If the Budgets icon is not in your Navigation Bar, tap More, then tap Budgets

  2. Tap the budget you want to view

    • Note: If your account only includes one budget, that budget displays automatically.

  3. Tap the Virtual cards tab

  4. Tap the card you want to edit

  5. Tap the Options (three dots) icon

  6. Tap Edit card

  7. Enable the Set specific limit option

  8. Tap Limit this (period*)

    • Tap the dollar amount

    • Enter the dollar amount you want to assign

    • Tap Save

  9. To use the same assigned limit for future budget periods, enable the Repeat limit option

  10. To edit future periods' limits, tap the dollar amount in the Limit for future (periods*) section

    • Tap the dollar amount

    • Enter the dollar amount you want to assign

    • Tap Save

  11. Tap Save

Edit funds for multiple users

  1. In the Next Navigation Bar, tap Budgets

    • Note: If the Budgets icon is not in your Navigation Bar, tap More, then tap Budgets

  2. Tap the budget you want to open.

    • Note: If your account only includes one budget, that budget displays automatically.

  3. Tap and hold each user until a checkmark displays

  4. Tap Assign funds

  5. Select how you want funds to be assigned:

    • Set new assigned amount: assign a specific amount for the current period and future periods

      • In the This (period*) field, enter the total amount of available funds to assign all selected users for the current budget period

      • In the Future (periods*) field, enter the total amount of available funds to assign all selected users for the future budget periods

        • Note: This field does not display for one-time budgets.

    • Add to available amount: send an additional amount to add to the assigned funds for the current period

      • Tap the dollar amount in the Assign funds section

      • Enter an amount to add to the current assigned amount

      • Add additional information in the Note field

  6. Tap Save

Edit funds for multiple cards

  1. In the Next Navigation Bar, tap Budgets

    • Note: If the Budgets icon is not in your Navigation Bar, tap More, then tap Budgets

  2. Tap the budget you want to open.

    • Note: If your account only includes one budget, that budget displays automatically.

  3. Tap the Virtual cards tab

  4. Tap and hold each card until a checkmark displays

  5. Tap Assign funds

  6. Select how you want funds to be assigned:

    • Set new assigned amount: assign a specific amount for the current period and future periods

      • In the This (period) field, enter the total amount of available funds to assign all selected cards for the current budget period

      • In the Future (periods) field, enter the total amount of available funds to assign all selected cards for the future budget periods

        • Note: This field does not display for one-time budgets.

    • Add to available amount: send an additional amount to add to the assigned funds for the current period

      • Tap the dollar amount in the Assign funds section

      • Enter an amount to add to the current assigned amount

      • Add additional information in the Note field

  7. Tap Save

Edit assigned funds from a web browser

Edit funds for individual user

  1. In the Next Navigation Menu, select Budgets

  2. Select the budget you want to view

    • Note: If your account only includes one budget, that budget displays automatically.

  3. In the Budget members section, select the user whose assigned funds you want to manage

  4. From the Budget member sidebar, you can view details of the user's spending in the budget

  5. In the Available for this (period) field, enter the amount you want to make available for them to spend in the current period

  6. To assign a different amount for every future budget period, enter the amount in the Assigned for all future (periods) field

  7. To set an expiration date for future assigned funds, select Set expiration date

    • Enter or select the expiration date

  8. Select Save

Edit funds for multiple users

  1. In the Next Navigation Menu, select Budgets

  2. Select the budget you want to view

    • Note: If your account only includes one budget, that budget displays automatically.

  3. From the Budget Snapshot page, select Manage members & funds

  4. Select the checkboxes next to any user you want to edit

  5. Select Assign funds

    • Note: You cannot edit assigned funds for users with Full funds access enabled

  6. Select how you want funds to be assigned:

    • Set new assigned amount: assign a specific amount for the current period and future periods

      • In the Available funds for this (period*) field, enter the total amount of available funds to assign all selected users for the current budget period

      • In the Starting funds for future (periods*) field, enter the total amount of available funds to assign all selected users for the future budget periods

        • Note: This field does not display for one-time budgets.

      • To add an expiration date for assigned funds, select Set an expiration date for people's funds and enter the date

    • Add to available amount: send an additional amount to add to the assigned funds for the current period

      • In the Amount for this period field, enter an amount to add to their current assigned amount

      • Add additional information in the Note field

  7. View how fund changes impact each user in the Change summary section

  8. Select Save

Edit funds for individual virtual card

  1. In the Next Navigation Menu, select Budgets

    • Note: You can also edit a card's funds by editing the card from the Cards page

  2. Select the budget you want to view

    • Note: If your account only includes one budget, that budget displays automatically.

  3. In the Virtual cards section, select Manage cards

  4. Select the card you want to manage

  5. In the Available for this (period) field, enter the amount you want to make available during the current budget period

  6. To assign a different amount for every future budget period, enter the amount in the Assigned for all future (periods) field

  7. Select Update card

Edit funds for multiple cards

  1. In the Next Navigation Menu, select Budgets

  2. Select the budget you want to view

    • Note: If your account only includes one budget, that budget displays automatically.

  3. From the Virtual cards section, select Manage cards

  4. Select the checkboxes for any cards you want to manage

  5. Select Assign funds

  6. Select how you want funds to be assigned:

    • Set new assigned amount: assign a specific amount for the current period and future periods

      • In the Available funds for this (period*) field, enter the total amount of available funds to assign all selected cards for the current budget period

      • In the Starting funds for future (periods*) field, enter the total amount of available funds to assign all selected cards for the future budget periods

        • Note: This field does not display for one-time budgets.

      • To add an expiration date for assigned funds, select Set an expiration date for card's funds and enter the date

    • Add to available amount: send an additional amount to add to the assigned funds for the current period

      • In the Amount for this period field, enter an amount to add to their current assigned amount

      • Add additional information in the Note field

  7. View how fund changes impact each card in the Change summary section

  8. Select Save

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