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If your organization has set up an annual budget for a specific expense category (for example, for wellness allowance), you can see this at the top of the expense when creating a new one and selecting a category with an annual budget. This is also where you can see the remaining balance for that expense category. Click the large plus sign at the bottom of your view and select Expense. If you have the automatic camera view enabled (“Automatically open camera for new expenses” in Settings), you will need to click Skip receipt photo when the camera view opens. Now you can click on Select category and choose the expense category where you want to see how much you have left in your category balance.
Remember to click the “X” in the top right corner and then select Discard changes if you don’t want to save the expense. In the example above, the user has 215 SEK left of their annual budget. The administrators of the organization have set the annual budget to 3,500 SEK (starting in January). This means the user has already used 3,285 SEK of this year’s budget. Note that it is the purchase date on the receipt that determines which annual budget is affected. For example, if your organization has January as the start month for the budget and you register a receipt in January 2024, but the purchase date is December 2023, the receipt will be counted toward the 2023 budget.
Last modified on September 9, 2026