> ## Documentation Index
> Fetch the complete documentation index at: https://every.help/llms.txt
> Use this file to discover all available pages before exploring further.

# Budgets

> Set spending caps and track spend against them

> [!NOTE]
>
> Budgets may not be available for your company yet.

**Accounting** > **Budgets** lets you set a spending cap for a team or a kind of spend, and track what's been spent against it. You'll find it in the sidebar once your company has finished onboarding. Each budget has owners, who get its notifications.

## Your budgets

**Budgets** lists the budgets you have access to, in two tabs. **Active** lists budgets that are running now, and **Past** holds budgets whose end date has passed. Each row shows the budget's **Owners**, **Total budget**, **Utilization**, **Status**, **Type** and **Assigned cards**.

The status tells you how spend is tracking: **On track**, **At risk** or **Over budget**.

## Create a budget

Select **Create budget** (or press **C**) and fill in:

| Section | What you set |
| - | - |
| **Details** | A **Name** and an optional **Description** |
| **Budget** | The **Cap amount (USD)** |
| **Schedule** | **One-time**, with a start and end date, or **Recurring**, which resets **Monthly**, **Quarterly** or **Annually** from a start date |
| **Organization** | The budget's **Owners**, the **Cards** whose spend counts towards it, and the categories it covers |
| **Notifications** | Send budget owners an email when a percentage of the budget has been used |

Spend is tagged to a budget as it comes in. That covers spend on the cards you assign, and card spend in the **Every categories** you pick. If QuickBooks is connected, you can also pick **QuickBooks accounts**.

A card can belong to only one budget. If you add a card that's already on another budget, Every asks before moving it. Transactions that are already tagged keep their budget.

You can also choose a budget yourself when you look at a transaction, a card or an expense.

> [!NOTE]
>
> You can't change a budget's type or schedule after you create it.

## Track a budget

Select a budget to open it. You'll see how much has been spent against the cap.

* **Overview** breaks the spend down by category, by person and by card.
* **Actuals** lists the transactions tagged to the budget. Filter them by method, status, direction or card type, and select **Download CSV** to export them.

Select **Edit budget** to change the name, cap, owners, cards, categories or notifications.

## Archive a budget

Open a budget's row menu in the list (or right-click it) and choose **Archive budget**. Transactions already tagged to it keep their tag, and any cards assigned to it are released. You can't undo this.


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