To get to your Budgets section in Rho, click on the "Budgets" icon on your Rho Tool Bar which will open the sub-tabs for each area of the Budgets feature!

The Reporting Sub-Tab shows:

• Total Spending

• Total Budget amounts

• Pending Costs

• Pending Debits

• A bar or line graph showing recent activity:

The "All Budgets" Sub-Tab shows

• Active budgets are displayed in tabular format.

• Click Archived to view any budgets that have been archived.

• Additionally, you can create a new budget by clicking the New Budgets button. For more information, see Create a New Budget.

The table provides the following information about your budgets:

• Budget Color Label
  Displays the assigned color for the budget, used for identification in graphs.

• Budget Name
  The name of the budget.

• Number of Users
  The number of users in your organization associated with the budget.

• Budget
  The amount of money budgeted for the account.

• Period Spending
  The total amount of all expenditures for the specified time period assigned to this budget.

• Reset Cadence
  The time period when the budget is reset. For example, if the Reset Cadence for your $10,000 Advertising budget is monthly, then on the first of the next month the Remaining Budget returns to $10,000, regardless of the current monthly expenditures.

• Remaining Budget
  The percentage of the budget that remains to be spent for the specified time period.

To view the specific activity of a Budget, simple click on the Budget Name from the list shown above.

The Budget Details Page Shows:

• Total Spending

• Total Budget

• Reset Cadence

• Wheel of Spend

• Graph of Spend

  You can filter all of the above by a specific date range or Day, Week, Month. Quarter, Year.

• Recent Transactions Tagged to that Budget

• The Actions Button on the upper right hand side allows you to:

  • Manage Users (add/delete users from a Budget)

  • Access the Budget's Settings (Name, Amount, Cadence)

  • Archive or Close the Budget

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