How do budget programs work?

A budget program is a feature that can provision multiple existing and individual budgets to new or existing users in your Brex account.

Creating a budget program

Finance admins can arrange these from within their Brex dashboard by following the steps below.

Note: If you want to set your budget program in a different currency, first create an expense policy in your currency of choice. For more information, read How can I create an expense policy?.

Step 1: In the Budgets tab of your dashboard, click Create new > Create a new budget program.

Step 2: Name your budget program and choose the type of users  you’d like to provision budgets to. You can also select whether you want custom user groups to apply to the budget program.

Note: If you choose a custom user group, you’ll be prompted to set the parameters of the new users you want to include in the budget program. You can narrow them down based on department, location, cost center, and legal entity.

Step 3: Choose the type of budget you’d like to add first (individual budget or shared budget).

Step 4a: If you choose to add an Individual budget, select which Parent budget you want to attribute the new budget to (as the parent budget must already exist). Budget owners at the bottom will be automatically filled with associated owners from the Parent budget selected above. Choose a name for the new budget and, if you’d like, add an optional Purpose description.

Step 4b: If you choose to add a Shared budget, you’ll see a list of shared budgets in the following screen. Select a budget from the list to add it to your budget program. You can also choose to search, sort, or filter the list to find a specific budget.

Step 5: Continue on to set the details of the budget that will be assigned. You can find more information on that process in How do I create or request a budget?.

Step 6: Click Review. If everything looks correct, click Create budget program.

You can choose to add an additional Budget by clicking on the Add another budget button at the bottom of the page.

Editing a budget program

Admins can also make edits to existing budget programs in their Brex dashboard.

Step 1: Go to Budgets and click View all next to Budget programs.

Step 2: Click on the budget program you’d like to edit.

Step 3: In the details pane, make the desired changes to your budget program. You can edit the members of the program by clicking the Edit members link to enter the edit flow to adjust targeting. You can edit a specific budget  by clicking the pencil icon next to them. You can also close or pause/resume the program directly in the detail pane by clicking either button at the bottom of the pane.