Merge pull request #39213 from ren-jones/patch-44

Update and rename Budgets.md to Set-budgets.md

docs/articles/expensify-classic/workspaces/Set-budgets.md

@@ -0,0 +1,55 @@
+---
+title: Set budgets
+description: Track employee spending across categories and tags
+---
+<div id="expensify-classic" markdown="1">
+
+Expensify allows workspace admins to create budgets to:
+- Set monthly and yearly budget caps
+- Track spending across categories and tags
+- Get notified when a budget reaches a certain limit 
+
+You can set budgets for specific categories and/or tags. 
+- **Category budgets**: Add budgets for different expense types like fees, office supplies, travel, meals and entertainment, and more. 
+- **Tag budgets**: Add budgets for different departments, projects, locations, cost centers, customers, etc. 
+
+{% include info.html %}
+Budgets can only be added to Control workspaces. This feature is not available for Collect workspaces. 
+{% include end-info.html %}
+
+# Set category budgets
+
+Once you create your categories, you can enable a budget for each category using the following steps: 
+
+1. Hover over Settings, then click **Workspaces**. 
+2. Click the **Group** tab on the left. 
+3. Click the desired workspace name. 
+4. Click the **Categories** tab. 
+5. Click **Edit** next to the category you want to add a budget to.
+6. Click the **Budget** tab at the top.
+7. Click the toggle to enable budgets (the dot will be green when enabled).
+8. Select your budget settings:
+   - **Budget frequency**: Determine if it will be a monthly or yearly budget.
+   - **Total workspace budget**: To set an overall budget cap for the workspace, enter the cap amount into the field.
+   - **Per individual budget**: To set a budget for each member of the workspace, enter the cap amount into the field.
+   - **Notification threshold**: You’ll automatically receive a notification when 100% of your set budgets have been reached. To receive an additional notification when your budget has reached a specific percentage, enter the percent amount into the field. 
+9. Click **Save**.
+
+# Set tag budgets 
+
+Once you create your tags, you can enable a budget for each category using the following steps: 
+
+1. Hover over Settings, then click **Workspaces**. 
+2. Click the **Group** tab on the left. 
+3. Click the desired workspace name. 
+4. Click the **Tags** tab. 
+5. Click **Edit** next to the tag you want to add a budget to.  
+6. Click the toggle to enable budgets (the dot will be green when enabled).
+7. Select your budget settings:
+   - **Budget frequency**: Determine if it will be a monthly or yearly budget.
+   - **Total workspace budget**: To set an overall budget cap for the workspace, enter the cap amount into the field.
+   - **Per individual budget**: To set a budget for each member of the workspace, enter the cap amount into the field.
+   - **Notification threshold**: You’ll automatically receive a notification when 100% of your set budgets have been reached. To receive an additional notification when your budget has reached a specific percentage, enter the percent amount into the field. 
+8. Click **Save**. 
+
+</div>