How to Set Up a Budget

  • Updated

Admins Only
 

In Postal, the budget sets the rules on how your funds can be spent. Learn more about how Funds and Budget work in Postal.


Note: This will affect every team member on the team whose budget you adjust


Start by clicking on your name in the top right and navigating to Team Budgets from your Profile Settings.
 

Budget Mode

  • Disabled - Removes the cap on the spending limit
  • Pooled - One shared pool for spending
  • Per-User - Specific amount per-user for spending

 

Budget Duration

  • Monthly - Allotted budget per month
  • Quarterly - Allotted budget per quarter
  • Yearly - Allotted budget per year

 

Budget Amount

The budget amount is the amount of money available to spend per user over the selected time period and can be adjusted at any time.

 

Adjusting Your Existing Budget

Increase

If your team member started the month with a $100 budget but is currently at zero and you want to add $25 more dollars for them to spend, you would change the budget amount to $125.

 

Decrease

If your team member started the month with a $100 budget but is currently at $75 and you want to decrease the amount by $25 dollars, you would change the budget amount to $50.


Budget Reset

We reset the budget based on Coordinated Universal Time (UTC). Meaning, we would reset the budget the day before the new month/quarter/year:

PST: 4pm

MST: 5pm

CST: 6pm

EST: 7pm

 

Make sure to save any changes!

 
 

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