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  1. Weel Help Centre
  2. Expense Management
  3. Budgets

Budgets

  • How to change the budget of a transaction
  • How to create a budget
  • How to do a one-off top-up to a budget
  • How to edit a budget
  • How to fix a budget that isn't showing up in the Weel mobile app
  • How to limit custom field options on budgets
  • How to limit payment types on a budget
  • How to request a budget top-up (Weel mobile app)
  • How to Require Pre-Approval Before a Budget Payment
  • How to review a Budget Member's transactions from within a budget
  • How to set per-transaction card limits
  • How to set start and end dates on a budget
  • How to troubleshoot a budget you can't see
  • Removing a Budget Member
  • Understanding Budget Top-Up Notifications
  • Understanding Budgets
  • Understanding One-Time vs Recurring Budget Top-Ups
  • Understanding Weel's The Limit of Budgets and Cards That Can Be Created
  • Understanding When Budget Limits Automatically Top Up
  • Understanding Why a Budget Limit Update Might Not Apply
  • Understanding Why a Budget or Card Balance Can Reset to Zero
  • What are archived budgets?
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