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Add new helpsite article for our new Budgets feature #33033

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Dec 15, 2023
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---
title: Budgets
description: Track employee spending across categories and tags by using Expensify's Budgets feature.
---

# About
Expensify’s Budgets feature allows you to:
- Set monthly and yearly budgets
- Track spending across categories and tags on an individual and workspace basis
- Get notified when a budget has met specific thresholds

# How-to
## Category Budgets
1. Navigate to **Settings > Group > [Workspace Name] > Categories**
2. Click the **Edit Rules** button for the category you want to add a budget to
3. Select the **Budget** tab at the top of the modal that opens
4. Click the switch next to **Enable Budget**
5. Once enabled, you will see additional settings to configure:
- **Budget frequency**: you can select if you want this to be a monthly or a yearly budget
- **Total workspace budget**: you can enter an amount if you want to set a budget for the entire workspace
- **Per individual budget**: you can enter an amount if you want to set a budget per person
- **Notification threshold** - this is the % in which you will be notified as the budgets are hit

## Single-level Tag Budgets
1. Navigate to **Settings > Group > [Workspace Name] > Tags**
2. Click **Edit Budget** next to the tag you want to add a budget to
3. Click the switch next to **Enable Budget**
4. Once enabled, you will see additional settings to configure:
- **Budget frequency**: you can select if you want this to be a monthly or a yearly budget
- **Total workspace budget**: you can enter an amount if you want to set a budget for the entire workspace
- **Per individual budget**: you can enter an amount if you want to set a budget per person
- **Notification threshold** - this is the % in which you will be notified as the budgets are hit

## Multi-level Tag Budgets
1. Navigate to **Settings > Group > [Workspace Name] > Tags**
2. Click the **Edit Tags** button
3. Click the **Edit Budget** button next to the subtag you want to apply a budget to
4. Click the switch next to **Enable Budget**
5. Once enabled, you will see additional settings to configure:
- **Budget frequency**: you can select if you want this to be a monthly or a yearly budget
- **Total workspace budget**: you can enter an amount if you want to set a budget for the entire workspace
- **Per individual budget**: you can enter an amount if you want to set a budget per person
- **Notification threshold** - this is the % in which you will be notified as the budgets are hit

# FAQ
## Can I import budgets as a CSV?
At this time, you cannot import budgets via CSV since we don’t import categories or tags from direct accounting integrations.

## When will I be notified as a budget is hit?
Notifications are sent twice:
- When your notification threshold is hit (i.e, if you set this as 50%, you’ll be notified when 50% of the budget is met)
- When 100% of the budget is met

## How will I be notified when a budget is hit?
A message will be sent in the #admins room of the Workspace.

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