Skip to content
Chat on LINE

Transfer between budget lines

Move a ceiling from one expense category to another, leaving the annual total unchanged.

Urbanice Admin1 min read
  • Budget

Transfer between categories

  1. Go to Budget → Transfer.
  2. Choose the source and destination categories and the amount to move.
  3. Check the source's remaining ceiling after the move — the system will not let it go negative.
  4. Record a reason and send for approval.
A transfer leaves the annual total alone. Revising a budget changes that total; this does not.