Monthly limits
that warn before the line
Plan the month's spending by category or supplier. A budget here stops nothing; what may be spent by itself lives in the mandate.
The month
Limits on what the month may spend, what is left of each, and what slipped past.
- Reports
- For the accountant
- Taxes
- VAT
- Budgets
- Spent in Nov 2026$145,49217% of spending has a limit
- Over the line0nothing over this month
- Near the line1closest: Events at 88%
- Outside any category$00% of November 2026
November 20264
Ask- All
- Over
- Near
- Inside
| Budget | Spent | State |
|---|---|---|
| SoftwareOn pace · rolls into next month | 9,180.00 USD | Inside |
| EventsSam $11,200 · Mira $6,400 · runs out around the 24th | 17,600.00 USD | Near the line |
| Contractors85% · warns at 90% | 118,400.00 USD | Inside |
| AWS, a limit of its ownSupplier limit | 312.00 USD | Inside |
Travel, last month: over its $15,000 line by $1,240
Three budgets by how much is spent, and Events will pass its line around the 24th. Below, a supplier with a limit of its own and who spent Events.
How it works
Budgets
in four lines
- A category or a supplier
- Cap a category, or one supplier whatever category its rows land in, so a usage bill gets a line of its own. Weekly, monthly, quarterly, yearly or just once.
- Warns before the line
- Each budget names the day it would run out at this pace and warns the people you chose once, at the share you set. Card spend and statement rows count the moment they land.
- Who spent it
- Open a budget and its spend breaks down by person. What is left of a monthly budget can roll into the next month.
- Not the mandate
- A budget here plans the month and stops nothing. The budget a position or an agent may spend by itself lives in the mandate, and past it a payment waits for a signature.
Questions
Budgets
the short answers
Does a budget block a payment?
No. It warns before the line and turns red once it is over. What holds a payment is the mandate: past a position's budget it waits for whoever issued it.
Who gets the warning?
The people you choose, once per threshold, in the figures of the budgets page. A member who cannot see an account is warned in their own figures, without it.
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