In the Spend Center Navigation Menu, click the Budgets link.

Click the Create New Budget button.

In the Budget Name field, enter a name for your budget.

In the Budget Type section, you can select an interval for the budget. Budget limits can reset monthly, quarterly, yearly, or never. If you select a monthly, quarterly, or yearly reset, budget funds reset on the first of the month according to the interval that you select. If you select the option to never reset, budget funds do not reset but can be adjusted manually.

If you selected a quarterly or yearly reset for the budget, you can select the month that the budget will reset next in the Starting Month drop-down menu.

To set an expiration date for the budget, click the Set an expiration date checkbox and enter the date. On this date, that budget will automatically be retired. Once a budget is retired, it cannot be reinstated.

To move to the next page, click the Next button.

To add budget owners to your budget, click the Add budget owners link. Budget owners can add people and approve transactions within the budget. You must add at least one budget owner to the budget.

To add budget members, click the Add budget members link. Budget members can categorize their transactions and reimbursements to the budget(s) they're assigned to so that spend can be tracked.

To automatically add new Spend Center users to this budget, click the Automatically add new people to this budget when they are added to Spend Center checkbox. Learn how to add employees in Spend Center.

To move to the next section, click the Next button.

The Required Field column displays if the custom field is required. You cannot edit field requirements while creating a budget.

To select custom field options, click the Select button.

To find a field option, enter the name in the Search field.

To select an option, click the option you want to add. You can also select or deselect all options.

To save your field option selections, click the Done button.

The number of selections displays in the Custom Field Options column. To remove all selections, click the Remove Assignments button.

To move to the next page, click the Next button.

In the How are things looking? section, you can review budget details and roster.

To edit budget information, click the Edit link for the Name, limit, & timeline section or Roster management section.

To create the budget, click the Create Budget button.

In the Mobile Navigation Menu, tap the Add icon.

Tap the More actions link. Then tap the New budget button.

In the Budget Name field, enter the name of the budget.

In the How often do you want the limit to reset drop-down menu, select a timeline for the budget. Budget limits can reset daily, weekly, monthly, quarterly, yearly, or never. If you select a daily reset, budget funds reset at the beginning of each day. If you select a weekly reset, budget funds reset on Monday each week. If you select a monthly, quarterly, or yearly reset, budget funds reset on the first of the month according to the interval that you select. If you select the option to never reset, budget funds do not reset but can be adjusted manually.

If you selected a quarterly or yearly reset for the budget, you can select the month that the budget will reset next in the When do you want your funds to reset? drop-down menu. In the Next Reset Date window, tap the month when you want funds to reset next. The ongoing periods for the budget display in the Ongoing Periods section.

To set an expiration date for the budget, tap the Expiration field.

To add budget owners to your budget, tap the Owners field. Budget owners can add people and approve payments within the budget. You must add at least one budget owner to the budget.

To add budget members, tap the Members field. Budget members can spend from funds within the budget that they are assigned and sent or from funds assigned to them. Learn how to add employees in Spend & Expense.

To save your budget, tap the Save link. Learn how to edit your budget.