Budgets & Spending Limits

Set category spending limits, track progress visually, and receive automatic threshold alerts.

Financial Control & Overspending Prevention

Take proactive control of company burn rate or personal expenses by establishing monthly budget limits per category.

Monthly Budgets and Category Spending Limit Controls

Setting a Monthly Budget

  1. Select Budget from the sidebar.
  2. Choose the target month and year using the date selector.
  3. Click + Set Budget Limit.
  4. Select the target category and specify the maximum limit in your workspace currency.

Visual Progress & Alerts

Progress bars dynamically display current spending against target caps with intuitive status badges (Normal, Warning at 80%, and Exceeded at 100%).