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No budget to select when adding an Autobudget to a card
No budget to select when adding an Autobudget to a card

No budget or the correct budgets are not showing up.

David Stewart avatar
Written by David Stewart
Updated over a week ago

Scenario:

When trying to add a budget to a users card, however there is no budget to select.

When trying to add a budget to a users card, the correct budgets are not showing up.

This commonly happens when a new user is created and they have not been added to any budgets. When a user is not an "Approver" or "Budget Owner" of a budget then you are unable to assign the card to a budget.

Resolution:
​
Add the user as an approver or budget owner to the budget(s) in question.
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​1.) Budgets -> Edit

2). Add the user as an Approver or Budget Owner.

If the user's name is grayed out, remove them as a member from the members section below approvers. A user can not be added once, in one box (member, approver or budget owner.)

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