How to Assign Card Transactions to a Budget

To assign any of your cards or individual charges to a budget that you have been assigned to, start by navigating to the Cards tab in your Rho dashboard.

While only users with Account Owner, Administrator, and Bookkeeper user roles can assign Budgets to banking transactions, users with Budget Owner and Employee user roles can assign card transactions, to a specific budget in their Cards Tab.

Assigning Individual Card Charges to Budgets

To assign a budget to a specific transaction, simply click the "Not Assigned" section of a transaction's line item (under the budget column). This will prompt a dropdown list of all of your created budgets.

You can also click on the transaction to open the Transaction Details window of that charge, scroll down to the Rho Attributes section and select your budget from there.

You can only assign one budget to each charge.

Assigning Full Cards to Budgets

If you are an Account Owner or Administrator, you can assign any card to a specific budget at any time, upon card creation or after.

If you are a Budget Owner, Bookkeeper or Employee you can assign any card to a budget that you belong to upon card creation.

Once a card is assigned to a budget, every charge that card has will be auto-assigned to that Budget.