As an admin in Spend Center, you can make changes to a budget, including budget reset periods, expiration dates, and the budget name.
Note: If you change a reset period from non-recurring to recurring, the first budget period begins on the date the budget was created and includes all transactions in the budget up to that point. The end date for the initial budget period is based on the new selected interval date.
Web Browser
In the Navigation Menu, click the Budgets link.
Click the name of the budget you want to edit. To search for a budget, enter the budget name in the Search field.
Click the Edit Budget Settings button.
Note: If you do not see the button to edit budget settings, you do not have the required permissions to edit your budget.
You can edit the budget's name, reset period, expiration date, and the setting to automatically add new Spend Center users to the budget.
Note: If you change the reset period from non-recurring to recurring, the first budget period begins on the date the budget was created and includes all transactions in the budget up to that point. The end date for the initial budget period is based on the new selected interval date.
To save changes to your budget, click the Save Changes button.
Confirm Interval Changes
If you changed the reset period, you need to confirm you understand the effects of the change. The confirmation message will vary based on the previous budget interval and the new interval selected.
If you removed the reset period from a budget with a recurring period, you need to confirm that funds will no longer reset in the future. To confirm the changes, click the Confirm button.
If you added a reset period to a budget that previously did not have one, you need to select if you want to reset funds according to the new period or rollover funds without resetting. To assign the same amount to cards in future budget periods, tap the Reset funds option. To maintain existing funds without resetting funds for future reset periods, tap the Roll over assigned funds option. To confirm the changes, click the Confirm button.
Mobile App
In the Navigation Bar, tap the Budgets icon. If the Budgets icon is not in your Navigation Bar, tap the More icon, then tap the Budgets link.
Tap the budget you want to edit.
Tap the Options icon (three dots at the top of the screen). To begin editing your budget, tap the Edit budget link.
Note: If you do not see the option to edit a budget, you do not have the required permissions.
To edit the budget name, tap the Budget name field.
To edit the budget interval, tap the Recurring or Non-recurring tab. If you selected the Recurring tab, tap the Frequency field to select a new reset period.
Note: If you change a budget interval from non-recurring to recurring, the first budget period begins on the date the budget was created and includes all transactions in the budget up to that point. The end date for the initial budget period is based on the new selected interval date.
To edit the expiration date, tap the Expires field.
To automatically add new people to this budget, tap the Automatically add people toggle button.
To save your changes, tap the Save link.
Confirm Interval Changes
If you changed the budget reset period, you need to confirm you understand the effects of the change. The confirmation message will vary based on the previous budget period and the new period selected.
If you removed the period from a budget with a recurring interval, you need to confirm that funds will no longer reset in the future. If you changed the budget interval, you need to confirm that the reset interval will change. To confirm the changes, tap the Got it link.
If you added a period to a budget that previously did not have one, you need to select if you want to reset funds according to the new period or rollover funds without resetting. To assign the same amount to members and cards in future budget periods, tap the Reset funds link. To maintain existing funds without resetting funds for future budget periods, tap the Rollover funds and do not reset link.
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