If a budget is missing a category or custom field, it's usually scoped away from that budget, not a bug, and this article shows you how to fix it.
Categories and custom fields are different Weel settings with different scoping rules, so the fix depends on which one is missing.
- Categories are Weel's built-in expense-coding categories, used for GL and accounting coding. Every category is visible on every budget by default; there's no setting that scopes a category to specific budgets.
- Custom fields are fields your business defines, such as Client Code, Cost Centre or Project Code, including fields imported automatically from Xero, MYOB or Business Central tracking categories. Each custom field has its own setting for which budgets and subscriptions it applies to.
If a custom field is showing but with fewer options than expected, or it isn't showing because your plan doesn't include Custom Fields, you're on QuickBooks, or it hasn't synced from your accounting software yet, that's a different issue and isn't covered by the fix below.
Steps
If a category is missing
- Open the budget (Create budget or Edit budget) and go to Advanced controls.
- If Limit categories is turned on, only the categories checked under Payments can be categorised with are visible on this budget; everything else is hidden for this budget only.
- To restore the missing category, check it in that list, or turn Limit categories off entirely to show every category on this budget again.
- Click Save, then save the budget.
If a custom field is missing: Check the field's own setting
A custom field only appears on a budget if it's linked to that budget, and there are two independent settings that control the link. Start here:
- Go to Settings → Expense Fields and open the custom field.
- Under Which budgets and subscriptions require this field?, check whether it's set to All current and future budgets and subscriptions, Specific budgets / subscriptions, or None.
- If this budget isn't included, either add it to the Specific list, or switch the field to All current and future budgets and subscriptions. This applies immediately to every budget your business currently has, not just budgets created afterwards.
- Click Update custom field.
If a custom field is missing: Check the budget's own setting
This setting works independently of the field's own setting above, and can restrict or add custom fields for just this budget:
- Open the budget and go to Advanced controls.
- Turn on Limit custom fields and choose Specific custom fields.
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Check the missing field in the list.
- If it's a dropdown field, click the pencil icon next to it to also choose which options are available on this budget. A field checked with no options selected won't appear on expense reports for this budget either.
- Click Save, then save the budget.
Checking a field here makes it available on this one budget even if the field's own setting is None or Specific and doesn't include this budget, so you don't need to change the field's own setting as well.
If you turn Limit custom fields off again, it doesn't restore every field the way it does for categories. It only brings back fields set to All current and future budgets and subscriptions; any field that was showing because it was added individually under Specific budgets / subscriptions needs to be added back manually using the steps above. If a field used to show and no longer does, check whether Limit custom fields was recently turned off and back on for this budget.
A brand-new budget automatically gets every custom field set to All current and future budgets and subscriptions. A field set to Specific budgets / subscriptions is never added automatically to a new budget, so you'll need to add it using the steps above.