Setting Up a Budget Item

Introduction

Setting up a budget item in SAP Concur's Budget configuration is a required step in building the configuration.

In this lesson, you will learn how to set up the Budget Details tab for a budget item.

How to Set Up the Budget Details Tab

Follow these steps to set up the budget details for a new budget item. We'll walk you through each part of the process, complete with detailed instructions and screenshots to help you along the way.

Once you complete these steps, a demo video will be available to reinforce what you've learned and provide a quick recap.

Steps

Select the Budget Items tab on the Budget Configuration page. By default, you will be directed to the Budget Items tab when you log in to the Budget Configuration page.
Select New to begin creating a new budget item. The Add Budget Item window appears.

Complete all the necessary fields.

Field	Description
Budget Name (Required)	Enter a budget name. The name can be any combination of characters but needs to be unique per fiscal year. The budget name is not displayed for users anywhere.
Budget Display Name (Required)	Enter a description of the budget item, which will be displayed on the budget dashboard, the in-transaction view, and on the Mobile app for budget owners, budget viewers, and budget managers. Maximum 50 characters. Caution For Mobile users, the limit is 20 characters.
Budget Owner (Required)	Type in the first three letters of the budget owner name to search for a budget owner. The result shows all users with the Budget Owner role.
Period Type (Required)	Select one of the options: Yearly Quarterly Monthly Date Range Date Range budgets are defined by start and end dates rather than fiscal years and contain a single budget period.
Fiscal Year (Required)	Select the fiscal year associated to this Budget Item or leave blank for date range budget items.
Currency (Required)	Select the currency associated to this Budget Item.
Budget Category (Optional)	Select the Budget Category associated to this Budget Item.
Budget Type	Select the type of budget: Budget Account (default), Restricted Account, Personal Account. Personal use budgets are budgets that are associated to one person for education, entitlements, or other benefits. The spending items will match the personal budget if the budget owner and spending item requestor are the same, and the other matching configured in Budget Items is met. A restricted account is another name for a grant or a purpose-driven budget.
Budget Amount (Required)	This is the yearly amount for the budget.

The image shows a screenshot of a budget item creation form with the following details: Budget Name (Hugo First 2025) with Hugo First as budget owner, set for the fiscal year 2025 and a yearly period type. The currency is USD, with optional Budget Category, and the budget amount is $40,000. The budget is marked as Active Open. At the bottom are Save and Cancel buttons.

Choose Save to apply these changes.
Practice
Manually create a budget with the budget owner as Hugo First. Annual budget for 2025 is $40,000. Budget Categories are not used for this budget.

Result

References

Title	Link
Budget Admin Guide - Manage Budget Items	^{Budget Admin Guide - Manage Budget Items}

Summary

Select the Budget Items tab and choose New to create a budget item.
Complete required fields, including budget name, display name, owner, period type, fiscal year, currency, and amount.
Choose the budget type and category as needed for your organization.
Save the budget item to complete the setup process.