Set budget alerts
Get told when spending reaches a share of any budget, and see which budgets need watching on the dashboard.
Every budget has alert thresholds. When spending reaches one, the project's owner gets a notification. By default they're 80% and 100%.
Change a budget's thresholds#
- Find the budget on the project's Budget tab, or on a task's Budget tab.
- In Alert me at (%), enter whole percentages separated by commas or spaces, for example "50, 80, 100". You can have up to four.
- Select Save budget.
How alerts work#
- Each threshold alerts once when spending reaches it.
- If spending drops back under, for example after you delete an expense or raise the budget, the alert clears. If it's reached again later, you get a new alert.
- Only expenses count. Materials still to buy don't.
Where you see them#
- The Alerts section at the bottom of the Budget tab lists every alert, with the date and, if it cleared, "back under since".
- The project's owner gets a Budget alert notification. See Notifications to choose how you hear about them.
- On the dashboard, each budget meter shows On track, Nearing budget from 80% (amber) or Over budget from 100% (red). Room and task budgets at 80% or more are listed under Budgets to watch.
Related
- Set budgets for the project, rooms and tasksSet a budget for the whole project, then for each room and task, and see a warning if they add up to more than the budget above.
- NotificationsSee what's changed on your projects in the app, by email or as browser notifications, and choose what you're told about.
- Record an expenseAdd money you've spent to the project, with its date, vendor, category, room and task, so it counts against your budgets.
- Edit, delete or add a receipt to an expenseCorrect an expense, attach a photo of its receipt, or delete it, with an undo straight after.
- Spend in another currencyRecord expenses and budgets in a currency other than the project's, with the exchange rate saved so totals never drift.
- Read the Reports tabSee total spend, budget used, spending over time with a forecast, and spend by category and room.