A budget gives everyone in the groups you choose a set amount to spend on learning each cycle. Its owners approve or decline the requests.
Before you start
You need Admin or Manager access. Managers can only choose groups they manage.
If Budgets isn't under Manage, budgets aren't turned on for your workspace. Ask HowNow to turn them on.
Create the Budget
In the sidebar, select Manage › Budgets, then Add Budget.
Enter a Budget Name that members will recognise when they request funding (up to 120 characters).
Under Amount per Member, choose the currency and enter what each person can spend per cycle. Use whole numbers: a decimal point is removed, so 300.50 becomes 30050.
Choose a Recurrence: Monthly, Quarterly or Annually. Each balance resets to the full amount every cycle, and unspent money doesn't carry over. For example, GBP 250 Quarterly gives each person up to GBP 250 every three months.
Pick a Start Date of today or later. Members can't request funding until then.
Under Groups, select the groups whose members can use it. The Everyone group isn't offered.
Under Budget Owners, select the people who will approve requests (up to 50). Only people with Admin or Manager access appear.
Select Add Budget. It becomes available once every field marked * is filled in.
You'll see Budget created successfully!, and the budget appears in the Budgets list with its member count, owners and groups.
Good to know
If you're a Manager and don't make yourself an owner, the budget disappears from your list once created.
Admins who aren't owners of a budget can't approve its requests.
If HowNow has turned off in-app notifications for your workspace, members aren't notified at all. Owners still get the email.
The optional Forwarding Address field appears only if HowNow has turned on email forwarding for your workspace.