How do I change the budget my expense was applied to?

Before making a purchase, you can update the budget that is actively associated with your Brex card by following the steps in How do I spend on a different budget?.

If you’ve already transacted on your card and need the transaction retroactively moved to a different budget, follow the steps below.

Edit a single expense

In your dashboard

Step 1: In your Brex dashboard, go to Expenses.

Step 2: Click on the expense you want to reassign to a different budget.

Step 3: In the details pane, under Budget, click the budget name.

Step 4: From the dropdown menu, select the budget you want to reassign the transaction to. You can type the budget’s name into the search bar to help locate it.

If the budget reassignment failed for any reason, you’ll see a popup window telling you why this happened.

In your app

Note: Please make sure you’ve updated your Brex app to the latest version.

Step 1: From the homescreen of your Brex app, go to your Wallet and tap the expense you want to update. If this was an older expense, tap All expenses to find the desired expense.

Step 2: In the Selected budget section, tap Manage with the name of the current budget.

Step 3: Check the budget that you want the expense assigned to. You can type the budget’s name into the search bar to help locate it.

If the budget reassignment failed for any reason, you’ll see a popup window telling you why this happened.

Edit multiple expenses

In your dashboard

Step 1: In your Brex dashboard, go to Expenses.

Step 2: Check the box to the left of all the expenses you want to change the budget of.

Step 3: Click the pencil icon at the bottom of the page.

Step 4: In the details pane, under Budget, click the budget name.

Step 5: From the dropdown menu, select the budget you want to reassign the transaction to. You can type the budget’s name into the search bar to help locate it.

Step 6: Click Edit [#] expenses.

If the budget reassignment failed for any reason, you’ll see a popup window telling you why this happened.