# Spending on different limits Get answers to all of your questions regarding Brex **URL Source:** https://www.brex.com/support/spending-on-spend-limits --- ## Overview Limits help you set amounts for certain types of company spending. Since most of your team members will only have one physical card, they may need to switch the limit assigned to the card depending on the expense. You can retroactively reallocate the expense to the correct limit. ## Create/request employee card limit As an employee, you will be prompted to order an employee card after signing into your dashboard for the first time. During the creation of the card, you will automatically be given a limit for day-to-day T&E spend. If you are an admin or any other user with the [specific product capability](https://www.brex.com/custom-roles), you can create a card on behalf of an employee by going to _Cards and Limits > Issue a new card > Employee card_, selecting the cardholder. Select the monthly limit for the card. If the limit is set for $0, the card will only be usable with spend limits issued separately. For more information on issuing an employee card, follow the steps in [this article.](https://www.brex.com/brex-card-overview) ## Create/request spend limit If needed, you and your team can set up a variety of spend limits to help determine where you’ll allocate business spend. Admins or any other users with the [specific product capability](https://www.brex.com/custom-roles) can create spend limits for themselves or the rest of the team, and employees can request a spend limit with specific parameters by following the steps in [this help article](https://www.brex.com/manage-budgets-and-spend-limits). ## Assigning a card to a different limit You can assign employee cards to either your employee card limit or any other available spend limit. If you have several limits, you have the flexibility to [switch the limit](https://www.brex.com/spending-on-spend-limits) associated with your expenses. If enabled by your company admin,** **Brex can automatically apply the transaction to the appropriate limit if you also enable this feature. If enabled by your company admin,** **Brex can automatically apply the transaction to the appropriate limit if you enable this feature. See _[Automatic limit selection](https://www.brex.com/spending-on-spend-limits) _for more information. If this feature is not used, the card will retain its last assigned limit. For cards without a prior limit, the system will apply the limit with the highest available funds. To change a card's limit before a transaction, please follow the steps in the dashboard or app below. #### For your own card To switch the spend limit assigned to your Brex card as an employee, follow the steps below. ### In the dashboard **Step 1: **Go to _Wallet _and find the employee card you want to assign to a different limit. If it isn’t your primary card,_ click View all cards _and choose it from the list. **Step 2: **Click _Switch limit _and choose the limit you want to spend from in the dropdown menu. **Note**: You’ll see your Brex card set as the primary card on the _Wallet_ page. If you have more than one Brex card, you can change your primary card. ### In the app **Step 1a:** In Wallet, tap _Change._ **Step 1b:**_ _If you’d like to switch the limit of a card other than your primary card, scroll down to find the card under _Other cards_. Tap the card you’d like to assign a different spend limit to, and tap _Manage_. **Step 2:** Tap _Select _next to the limit you’d like your card to spend from. #### For another user’s card Account, card admins or any other users with the [specific product capability](https://www.brex.com/custom-roles) can switch an employee card to a different limit by following the steps below. ### In the dashboard **Step 1: **Go to _Cards and Limits_ > Employee _Card_. **Step 2**: Click on the employee card that you want to assign a different limit to. **Step 3:** In the details window, click _Switch limit_. The employee will receive an email, text, and push (depending on their notification settings) informing them of the limit change. ## Automatic limit selection We’ll automatically apply the transaction to the appropriate limit, which can be [changed retroactively](https://www.brex.com/spending-on-spend-limits). Brex AI intelligently assigns your transactions to the most appropriate limit by analyzing similar past transactions, recognizing if you're on a trip booked with Brex travel, and using advanced language models to understand transaction details and available limit options. ### Enable automatic limit selection for your company Account, card admin, and other users who have been assigned to a [custom product capability](https://www.brex.com/custom-roles) can enable Automatic limit selection. **Step 1:** Go to _Company settings > Brex Assistant._ **Step 2:_ _**Toggle on_ Automatic limit selection_. **Note:** You can disable this later by toggling it off. ### Manage personal automatic limit selection Any cardholders who are members of two or more limits can to go to _Wallet_ in your dashboard or app to manage this feature by toggling on/off _Automatic limit assignment._ ## Apply an expense to a different limit If you’ve already transacted on your card and need the transaction retroactively moved to a different limit, follow the steps below. **Note: **Transactions can only be reassigned to limits whose amount, restrictions, and policies allow those transaction types. For example, you wouldn’t be able to move a transaction at a gas station into a spend limit that restricts purchases that fall into the _Gas & fuel _category. ### Edit a single expense **In your dashboard** **Step 1: **Account and card admins can go to _Expenses _to edit the expense of another user. Personal expenses can be edited in _Wallet._ **Step 2: **Click on the expense you want to reassign to a different limit. **Step 3:** In the details pane, under _Limit,_ click the limit's name. **Step 4:** From the dropdown menu, select the limit you want to reassign the transaction to. You can type the limit’s name into the search bar to help locate it. **In your app** **Step 1:** From the homescreen of your Brex app, go to your _Walle_t 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 _Assigned to _section, tap _Change_ with the name of the current spend limit. **Step 3: **Select the limit that you want the expense assigned to. You can type the limit’s name into the search bar to help locate it. If the limit reassignment failed for any reason, you’ll see a popup window telling you why this happened. ### Edit multiple expenses **In your dashboard** **Step 1: **Account and card admins can go to _Expenses _to edit another user's expenses. Personal expenses can be edited in _Wallet._ **Step 2: **Check the box to the left of all the expenses for which you want to change the limit. **Step 3: **Click the pencil icon at the bottom of the page. **Step 4: **In the details pane, under_ Limit,_ click the limit's name. **Step 5:** From the dropdown menu, select the limit you want to reassign the transaction to. You can type the limit’s name into the search bar to help locate it. **Step 6:** Click _Edit [#] expenses._ If the spend limit reassignment failed for any reason, you’ll see a pop-up window telling you why this happened.