You can add a budget category to manage budgets at an expense type group level, which will provide a more detailed level of budgeting.

To add a budget category:

1. In the Budget Category tab, click New.

   The Add Budget Category window appears.

2. Complete all required fields.

   Field/List/Column	Description/Action
   Budget Category Name	Enter a name for the collection of expense types that you are creating. Any combination of characters is allowed, but the name must be unique.
   Filter	Select one of the following filters: All Expense Types (shows all expense and invoice expense types) All Expense – Expense Types (shows all expense claim expense types. Concur Request uses the same expense types as Concur Expense.) All Expense – Expense Types (shows all expense claim expense types) NOTE: The expense types that are read-only are already used by other budget categories.
   Search Text	Use this field to search for expense types.
   Expense Type	This column shows the expense types available for either Concur Invoice or Concur Expense. Concur Request uses the same expense types as Concur Expense. Select one or more expense types. Expense types can be selected for multiple budget categories. All expense types from expense and invoice are available, apart from the Undefined expense type, which is used by Capture Processing when no expense type can be identified during the Capture Processing process.
   Budget Category	This column shows the Budget Category for which the expense type(s) applies.
   Product	This column shows the product (Concur Invoice or Concur Expense) for which the expense type applies. Request uses the same expense types as Concur Expense.

3. Click Save. The Budget Category appears on the Budget Category page.