A group budget shows how much of a limit the group has already spent and warns everyone when spending gets close. It is a guide; it never blocks adding expenses.
Enable a budget
- Open the group, tap the gear icon to open Group Settings and scroll to Budget. Only admins can change it.
- Switch on Enable Budget.
- Enter the Limit in the group currency.
- Choose the Period: Monthly resets every month, Total applies to the whole life of the group (good for a trip).
- For a monthly budget, set Month starts on. The admin's own start-of-month setting is pre-filled (Prefilled from your month start setting.). Pick a payday if that fits better.
- Set the warning point with Alert at …% (80 % by default).
- Tap Save Changes.
Where the budget shows up
- The group card on the Groups tab shows a progress bar and … % of budget.
- The group header shows the progress for This month or Total, and Over budget by … once the limit is passed.
- On Home, a toast … : Budget Warning appears when spending reaches the alert threshold and … : Budget Exceeded when it exceeds the limit.
Turn the budget off
Switch off Enable Budget in Group Settings and save. The limit and period are kept so you can switch it back on later.
Good to know
- The budget counts all expenses of the group, including foreign-currency ones converted at their stored rate.
- Settlements do not count against the budget.
- Every member sees the budget; only admins can change it.
- Budget changes are listed in the group activity (Budget, Budget period, Alert threshold, Budget month start).
Web
Admins click Edit Group, switch on Enable under Budget, enter the limit, choose the Period, the month start and the Alert threshold, and click Save Changes. The group page shows the progress bar with remaining or Over budget by.