How do I request and approve a higher budget limit?

As a budget member, you may be able to request an increase on the limit of one of your budgets. Approvers can review all requests and approve or deny them. Please follow the relevant instructions below.

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

Requesters

Step 1: Navigate to the relevant budget in your Brex dashboard or mobile app.

Brex Essentials Step 2a: Under Actions, select Increase limit. You can also go to Budgets and select the three dots next to the relevant budget > Increase limit.

Brex Plus Step 2b: Choose Request limit increase. In your dashboard, you’ll find this by clicking the three dots at the bottom left of the budget’s detail pane. In your app, this is below the budget name.

Note: If you can’t find Request limit increase, check in with your budget owner. They may need to toggle on the ability for budget members to request a limit increase.

Step 3: Specify the marginal increase amount and add a reason for the request.

Brex Plus You can indicate if you want the limit increase to be temporary (until the end of a specific budget period) or permanent (applies to the current period and all future periods).

Step 4: Click Save.

Step 5: You’ll receive a confirmation email that your request was submitted. You can view the outstanding request and the approval progress in Wallet > View all budgets and cards. You can also withdraw the request at any time prior to final approval.

Step 6: If the limit increase was approved, you'll receive an email and see the updated limit in your Brex account. In your app, you may also receive a push notification. If the limit increase was declined, you will receive an email notifying you of the decline.

Note: As a budget owner, account admin, or card admin, you can toggle whether budget members should or should not be able to request a limit increase on a budget. To toggle this setting, click Edit budget and find the toggle titled Allow members to request limit increases.

Approvers

Step 1: Go to Inbox > Budgets and click the limit increase request. View the request details.

Step 2: At the bottom of the request pane, choose either Edit, Deny or Approve.

Note: After selecting, a popup window will appear asking if you’d like to undo the approval/denial. You’ll have six seconds to click this option if you need to adjust the budget limit for any reason. As an account or card admin, you can always manually edit the limit of the budget.