Once a custom budget is created, you can manage its name, point amount, description, and the programs or user groups tied to it. You can also reassign unused points or archive the budget when it's no longer active.
Managing budgets helps keep spend accurate, owners aligned, and recognition programs clean and intentional.
Why would I need to manage a Custom Budget?
Common reasons include:
Adjusting point amounts mid-quarter
Updating ownership after a team restructure
Moving leftover points to a new initiative
Cleaning up old or unused programs
Where do I manage Custom Budgets?
All budget management happens in the Budgets section of Admin.
From there, you can:
Open any budget to view its details
Reassign remaining points
Edit the budget’s name, amount, or description
Change which programs use the budget
Archive the budget when it’s no longer needed
How do I manage a Custom Budget?
1. Open the budget you want to manage
Go to Workspace Settings > then Budgets page
Either:
Click the budget name, or
Click the ellipsis (…) → View Details
This will open the Budget Details page.
2. Review the Budget Overview
The Budget Details screen shows four key data points:
Points Remaining – Available to allocate
Points Outstanding – Given but not yet redeemed
Points Redeemed – Used on rewards
Budget Amount – Total allocated to this budget
The visual distribution bar gives you a quick breakdown of spend.
3. Reassign points
Click Re-Assign Points to move points out of this budget. You can:
Reassign to an existing budget
Search and select any active budget
Choose how many of the remaining points to reassign
Create a new budget on the fly
Choose Create New Budget in the modal
Fill in:
Budget name
Point amount (auto-filled)
Description (optional)
Flexible or fixed status
Then confirm the reassignment to complete the move.
4. Edit budget details
Click Edit Details to update:
Budget Info
Budget Name
Budget Amount
Description
Flexible or Fixed setting
Budget Items
Peer-to-Peer Shoutout Points
Manager Shoutout Points
Challenges
Custom Awards
Automated Awards
Click Save & Close when finished.
5. Archive the budget
If a budget is no longer in use, you can archive it.
See our [help article] on Archiving a Custom Budget for step-by-step instructions.