How to Request a Budget in the Crafty Dashboard

We've made budgeting easy! Customize and create spending limits based on your need. 

Whether you need to create a budget from scratch or want to filter existing ones by location or program, you can submit a request directly from the budgets tab. The icon will always be visible on the Budgets tab. 

 

Once you click "Request New Budget," a short information form will appear on your screen to help you categorize spending and set limits.

After you have submitted a request, you will receive an automated email that it has been received, and a Customer Success Team member will reach out.

Happy budgeting!