How do I update a budget?

Account and card admins can update an existing budget, or move it to nest beneath a different parent budget. After any changes are made, you can view your budget’s audit trail in the Budgets tab of your Brex dashboard, where you can click on the desired budget. In the top right, under Actions, click View budget history.

Editing a budget

You can edit your budget at any time after you’ve created it. Most details of your budget can be updated, but some budget features, such as the budget’s currency, are permanent.

Single budget

Step 1: In your dashboard, go to Budgets and click the budget you want to update.

Step 2: Under Actions, click Edit budget.

Step 3: Update the fields beside the details you’d like to change. Do this on both pages, then click Review budget > Save changes.

Note: When you edit your budget’s recurrence, all approved and pending limit increases will be canceled.

Brex Plus Multiple budgets

Step 1: In your dashboard, go to Budgets and click the checkmark to the left of any budgets you want to edit.

Step 2: Click an action at the bottom of the screen. Other budget details can be updated by editing each budget individually.

Step 3: Depending on what details you’re updating, click either Save or Add when your edits are complete.

Brex Plus Moving a budget

Controllers have the ability to reassign a given budget’s parent budget from their dashboard on the All Budgets page or from the Budget Details page.

Note: Budgets can only be reassigned to different budgets whose limits, limit currency, restrictions, and policies are aligned. For example, you wouldn’t be able to move a budget that would exceed the hard limit of the new parent budget or a budget that allows transactions at a gas station into a budget that restricts purchases that fall into the Gas & Fuel category.

Single budget

Step 1: In your dashboard, go to Budgets and click the budget you want to move.

Step 2: Under Actions, click Move budget.

Step 3: Select the new parent budget you’d like to assign.

Step 4: Click Confirm.

Multiple budgets

Step 1: In your dashboard, go to Budgets and click the checkmark to the left of any budgets you want to move.

Step 2: Click Move budget at the bottom of the screen.

Step 3: Choose your new parent budget and click Move budgets.