Budgets

Title: Budgets Breadcrumbs: Customer Help Center > Spend Management > Budgets Budgets Set monthly spend limits on groups and track budget consumption across your org chart. 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.

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How budgets work

Budgets are attached to groups — the teams you create in People → Teams. 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 People → Teams
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

Once available, you’ll be able to configure alerts that notify managers and admins when a group’s spend reaches a percentage of its budget — for example, at 80% and again at 100%.

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Viewing budget status

Administrators and Accountants can see an overview of all group budgets from the Teams 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. Card limits are enforced at the card level; group budgets track spend at the group level but don’t block transactions.

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Questions

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