> ## Documentation Index
> Fetch the complete documentation index at: https://help.findity.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I add yearly budget for a category?

<Note>
  **This applies to the following countries**

  * All countries
</Note>

If you want all employees at your organization to have a maximum amount per year for a certain category, for example wellness, there is a setting that you can add in the system that keeps track of this.

### Add a yearly budget

Click on the tab *Settings - Expense management - Expense categories - General expenses.*

In this example we are going to add an yearly budget for wellness. Click on the setting icon on the right of the page next to the category.

<Frame>
  <img src="https://mintcdn.com/findityab/DW0Qyviuz5Ep1q3n/images/en/how-do-i-add-yearly-budget-for-a-category/01.png?fit=max&auto=format&n=DW0Qyviuz5Ep1q3n&q=85&s=ca13109c555e0bb3e8985e49469f8bc8" alt="" width="3576" height="1830" data-path="images/en/how-do-i-add-yearly-budget-for-a-category/01.png" />
</Frame>

Mark the box next to *Add yearly budget for category.*

<Frame>
  <img src="https://mintcdn.com/findityab/DW0Qyviuz5Ep1q3n/images/en/how-do-i-add-yearly-budget-for-a-category/02.png?fit=max&auto=format&n=DW0Qyviuz5Ep1q3n&q=85&s=f1b584193370fc97ba83d604133c088f" alt="" width="2284" height="1104" data-path="images/en/how-do-i-add-yearly-budget-for-a-category/02.png" />
</Frame>

Choose the start month, add the budget amount and a name of the category field. Press OK when the settings is done.

<Frame>
  <img src="https://mintcdn.com/findityab/DW0Qyviuz5Ep1q3n/images/en/how-do-i-add-yearly-budget-for-a-category/03.png?fit=max&auto=format&n=DW0Qyviuz5Ep1q3n&q=85&s=6977c20b6fc43e50b38c5bda73bac644" alt="" width="2294" height="1118" data-path="images/en/how-do-i-add-yearly-budget-for-a-category/03.png" />
</Frame>

When the users has reached the limit, they will get an error message which says that the budget has been override and they will not be able to submit the report.

When the budget period has passed, the user gets a new amount to submit. The system checks the date that the user registers in the expense and can then see which year the budget category should be registered on.

## Related articles

* [How do I make changes in the organisation structure?](/en/settings-administrator/how-do-i-make-changes-in-the-organisation-structure)
* [Temporary approver](/en/settings-administrator/temporary-approver)
* [How do I set up approvers?](/en/settings-administrator/how-do-i-set-up-approvers)
* [How do I set up the organisation structure?](/en/settings-administrator/how-do-i-set-up-the-organisation-structure)
* [How do I change the voucher series?](/en/settings-administrator/how-do-i-change-the-voucher-series)
