Budgets

Budgets in Dash.fi are set at the group level. Each group in your org chart can have a monthly spend budget, and managers can track their group’s consumption in real time. When spend approaches or exceeds the budget, Dash.fi sends alerts to the group’s manager and any configured admins.

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How budgets work

Budgets are attached to groups — the teams and departments you create in Company → Groups. Any card spend by members of a group counts toward that group’s budget. Budget consumption is visible to:

• Administrators — see all group budgets across the organisation
• Managers — see budgets for their managed groups
• Accountants and Bookkeepers — see all group budgets

Employees don’t see group budget data.

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Set a group budget

1. Go to Company → Groups
2. Open the group you want to configure
3. Click Edit and set a monthly budget amount
4. Save

Once set, Dash.fi tracks spend against the budget in real time as card transactions clear.

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Threshold alerts

You can configure alerts to notify managers and admins when a group’s spend reaches a percentage of its budget — for example, at 80% and again at 100%. Alerts are sent by email. Go to Company → Groups → [group name] → Notifications to configure thresholds.

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Viewing budget status

Administrators and Accountants can see an overview of all group budgets from the Groups section. Each group shows:

• Monthly budget
• Spend to date
• Remaining budget
• % consumed

Managers see the same view scoped to their groups only.

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Budget and card limits

A group budget is separate from individual card limits. A cardholder might have a $5,000 card limit within a group that has a $50,000 monthly budget. Both limits apply — spend is gated at the card level and tracked at the group level. If the group budget is exhausted, you can choose to block new spend at the group level or allow overage with admin notification.

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Questions

Contact support@dash.fi or your account manager for help configuring budgets or setting up group-level spend controls.