Using Budgets

How to Edit Users in a Budget

Using Rho, you can view which users in your organization are assigned to a budget. When assigned to a budget, users can assign specific transactions to the budget from the Budgets page.

Users with Admin privileges can add a user to a budget from the Manage Budgets page, where you can also edit and remove the users assigned to the budget.

To add new users to a budget navigate to the Budgets tab > All, then select your desired budget.


Once on your desired Budget's Details page, you will see the Actions button on the upper right-hand side of the screen. Click this, then select Manage Users from the dropdown menu.

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This will bring you to the Manage Users page, where you can then click + Add UserScreen Shot 2023-09-25 at 7.02.09 PM.png

Select your desired user, then save changes by clicking Add Teammate.

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To remove a user from a Budget, you can simply click the Remove User button to the right of their name in the Manage Users page: