Only users on our Essential plan can set up budgets by Teams
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Create a Budget: In the main navigation bar on the left-hand side, select Budgets, then click Create Budget in the top-right corner.
Name Your Budget: Give your budget a clear, descriptive name to ensure easy identification. In the below screenshot we named this budget "Subscriptions" as we will use it to track all subscription related costs
Add a Description: Provide a brief description of the budget to give context for its purpose.
Select Budget Owners: Choose the team members responsible for allocating expenses, receiving budget-related notifications, and managing the budget setup.
Notification Preferences: After selecting budget owners, toggle whether or not you want them to receive notifications by clicking the bell beside your selected budget owners
Continue: After completing the name, description, and budget owner selection, click Continue.
Choose Budget Frequency:
Recurring: For ongoing expenses (e.g., monthly marketing spend). Choose a frequency: monthly, quarterly, or annually, and set the number of cycles.
Cycle: Select how often the budget will recur (monthly, quarterly, or annually).
Start Date: Choose when you want the budget to start.
Select Number of Cycles: For example, if you select monthly with 12 cycles, the budget will run for a year but reset every month.
One-Time: For specific, one-off events (e.g., product launches, conferences).
Start and End Dates: Add the dates for when the budget will run.
Set the Budget Amount: Enter the amount you want tracked under this budget.
Select Budget Type: From the available options, choose Teams.
Add Teams: Select the Teams you want to include in this budget for tracking expenses.
Save: Click Save to complete your budget setup.
