When setting up a budget within Pemo you can set it up by
Cards
Group specific company cards under one budget for streamlined expense tracking. Whether it’s for travel or general office supplies, you have total control over card spending
2. Members
Assign individual team members to a budget for precise tracking. Manage and monitor their expenses to maintain transparency and accountability.
3. Merchant Categories
Organize expenses by merchant category, allowing you to easily spot trends in spending and make informed decisions about where to cut costs or allocate resources.
4. Teams
Set budgets for entire teams, making it simple to oversee departmental spending and ensure everyone stays within their limits.
Pemo Power Tip: To be able to set up a Budget by Team you need to be on our Essential plan
Guides to Setting Up Budgets
We’ve created 4 easy-to-follow guides to walk you through every step needed to set up the type of budget that suits your business. Whether you’re setting budgets by card, team, member, or merchant category, these guides will ensure the process is seamless and tailored to your needs.
💳Steps to Create a Card-Type Budget🏋️Steps to Create a Member-Type Budget🛒Steps to Create a Merchant Category-Type Budget🧑🤝🧑Steps to Create a Team-Type Budget
Once a budget is created, you can easily edit, delete, or view its details at any time.