Budgets & Spending Limits

Availability

Current shared code includes a real budget feature with Web APIs and a dedicated Web budget page.

What budgets control

Budget settings are organisation-level and currently include:

• an overall budget enable / disable switch,
• a default budget currency,
• period limits for monthly, quarterly, and yearly spend.

Budgets are informational controls. They help monitor spend, but they are not documented as hard blocks on receipt creation.

Core workflow

1. Open the budget page for the current organisation.
2. Enable or disable budget tracking.
3. Choose the default currency.
4. Configure one or more limits for the monthly, quarterly, or yearly period.
5. Review the spend cards for each period.

What the budget cards show

For each active period, the current Web implementation can show:

• configured limit status,
• spent amount,
• remaining amount or overspent amount,
• period start and end dates,
• an FX warning when cross-currency totals cannot be completed with the required rates.

FX behavior

Budget calculations can depend on FX rates. Shared backend code fetches and caches FX rates using the configured provider. If a required rate is missing, the UI can warn that the budget status is incomplete instead of silently presenting a misleading total.

Current scope

This page documents the current shared implementation only. It does not assume category-level budgets, hard spending locks, or a universal notification threshold model unless your current client explicitly exposes them.