ExpensesUpdated May 2026
Budgets
How to set and monitor expense budgets in Tetri Copilot.
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Overview
Budgets let you set spending limits by category or department. Tetri Copilot tracks actual spending against your budgets and alerts you when you are approaching or exceeding limits.
How to Set a Budget
- 1
Go to Expenses → Budgets in the sidebar.
- 2
Click Add Budget.
- 3
Select the expense category.
- 4
Enter the budget amount and the period (monthly or annual).
- 5
Set the alert threshold (e.g., alert at 80% usage).
- 6
Click Save.
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