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System Generated Budgets

This article will walk you through the key capabilities of System Generated Budgets and how to understand the data they provide.

Marisa Crowder avatar
Written by Marisa Crowder
Updated over 2 months ago

System Generated Budgets are automatically created by Nectar to help your workspace understand how recognition points are being used across different areas of the platform.

These budgets are informational only—you can’t edit them, assign points to them, or reassign budget items. Their purpose is to provide immediate insight, especially for workspaces that haven’t yet created Custom Budgets.

System Generated Budgets are especially helpful for teams just getting started with budget setup or exploring how to structure Custom Budgets.


Why do System Generated Budgets exist?

These built-in budgets give visibility into how recognition points flow through your workspace, without requiring any setup.

They help admins:

  • Spot trends across recognition categories

  • Understand where points are being spent

  • Compare points given vs. redeemed

  • Analyze how specific programs impact spending

  • Measure participation across recognition types

No setup or maintenance is required—they appear automatically based on platform usage.


What types of System Generated Budgets are available?

System-generated budgets include:

  • Peer Allowance Budget – Tracks peer-to-peer shoutout spend

  • Manager Allowance Budget – Tracks manager shoutout spend

  • Automated Awards Budget – Tracks spending from automated awards

  • Custom Awards Budget – Tracks spending from custom awards

  • Challenges Budget – Tracks challenge reward activity

  • Community Recognition Budget – Tracks points used for community recognition

  • Admin Point Adjustment Budget – Tracks manual admin point adjustments

  • Survey Budget – Tracks rewards given for survey participation

These budgets appear only when relevant activity occurs in your workspace.


Where can I find System Generated Budgets?

To locate them:

  1. Go to Workpsace Settings → Budgets

  2. Look for budgets labeled with a “System Generated” badge

  3. Click a budget name to view its details

These appear in the same list as your Custom Budgets but are clearly labeled as system-generated.


What information do System Generated Budgets show?

Each System Generated Budget includes:

  • Total Points – The sum of redeemed and outstanding points

  • Points Redeemed – Points already spent by users

  • Points Outstanding – Points awarded but not yet redeemed

  • Budget Distribution – A visual showing redeemed vs. outstanding points

There is no “Points Remaining” field because these budgets are not allocated a fixed point amount.


How are System Generated Budgets different from Custom Budgets?

Visual Differences

System Generated Budgets

Custom Budgets

Blue “System Generated” badge

“Fixed” or “Flexible” label

Auto-filled description

Editable fields (name, amount, etc.)

Available Actions

Feature

System Generated Budgets

Custom Budgets

Edit budget details

❌ Not available

✅ Available

Re-assign points

❌ Not available

✅ Available

Archive

❌ Not available

✅ Available via guided flow

Metrics Displayed

Metric

System Budgets

Custom Budgets

Total Points

Points Redeemed

Points Outstanding

Points Remaining

Budget Amount

While System Generated Budgets can't be changed, they offer a great starting point for understanding your recognition spend—and can help guide how you build Custom Budgets later.

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