--- title: "Managing budgets on the group level" slug: "managing-budgets-on-a-group-level" description: "Manage budgets across your Payhawk group: allocate budgets to entities, track spend and adjust budgets using the Payhawk spend management platform." updated: 2026-10-27T15:50:09Z published: 2026-10-27T15:50:09Z canonical: "payhawk.com/managing-budgets-on-a-group-level" --- > ## Documentation Index > Fetch the complete documentation index at: https://payhawk.com/help/llms.txt > Use this file to discover all available pages before exploring further. # Managing budgets on the group level If you have multiple entities, you can now add and manage all your budgets from one centralized location. Group budgets are imported by uploading one group template which allows for greater visibility as you'll be able to view all budgets in one place for a clear summary of your finances. Once the budget is set on the group level, each entity will be utilizing its respective group budget. Group budgets can be accessed from each entity if you are a budget owner or a Group Administrator. Additionally, you can set up budgets with all necessary dimensions, including group categories, custom fields, and teams, across entities, and even allocate budgets to specific entities by using a new **Entity** dimension. ## Roles and permissions - Budget owners can access **Budgets** locally from the entities in which they are employed. - Group users with the **View all budgets** policy can access **Budgets** everywhere. However, they can manage forecasts only on the group level. - Local users with the **View budget data** policy don’t have access to **Budgets** unless they are budget owners. | | **Group Finance or FP&A teams** | **Local Finance or FP&A teams** | **Budget owners** | | --- | --- | --- | --- | | **Payhawk role** | Group administrator | Local Payhawk Administrator | Payhawk Employee/ Budget owner | | **View group Budgets on entity level** | ![Yes](https://cdn.payhawk.com/Navigation%20images%20Desi_20261009/Icon_check_mark_20261009_ai.png) | ![No](https://cdn.payhawk.com/Navigation%20images%20Desi_20261009/Icon_x_mark_20261009_ai.png) | ![Yes](https://cdn.payhawk.com/Navigation%20images%20Desi_20261009/Icon_check_mark_20261009_ai.png) | | **Manage group Budgets on entity level** | ![No](https://cdn.payhawk.com/Navigation%20images%20Desi_20261009/Icon_x_mark_20261009_ai.png) | ![No](https://cdn.payhawk.com/Navigation%20images%20Desi_20261009/Icon_x_mark_20261009_ai.png) | ![No](https://cdn.payhawk.com/Navigation%20images%20Desi_20261009/Icon_x_mark_20261009_ai.png) | | **Access group Budgets** | ![Yes](https://cdn.payhawk.com/Navigation%20images%20Desi_20261009/Icon_check_mark_20261009_ai.png) | ![No](https://cdn.payhawk.com/Navigation%20images%20Desi_20261009/Icon_x_mark_20261009_ai.png) | ![No](https://cdn.payhawk.com/Navigation%20images%20Desi_20261009/Icon_x_mark_20261009_ai.png) | | **Manage group forecasts** | ![Yes](https://cdn.payhawk.com/Navigation%20images%20Desi_20261009/Icon_check_mark_20261009_ai.png) | ![No](https://cdn.payhawk.com/Navigation%20images%20Desi_20261009/Icon_x_mark_20261009_ai.png) | ![No](https://cdn.payhawk.com/Navigation%20images%20Desi_20261009/Icon_x_mark_20261009_ai.png) | | **See utilization in Inbox** | ![No](https://cdn.payhawk.com/Navigation%20images%20Desi_20261009/Icon_x_mark_20261009_ai.png) | ![No](https://cdn.payhawk.com/Navigation%20images%20Desi_20261009/Icon_x_mark_20261009_ai.png) | ![Yes](https://cdn.payhawk.com/Navigation%20images%20Desi_20261009/Icon_check_mark_20261009_ai.png) | ## Before you begin - Uploading your group budgets will override your entity budgets. - You need to first [migrate your custom fields, expense categories, and teams](/help/migrating-data-to-the-group-with-the-payhawk-migration-wizard) to the group if you need to create budgets based on those dimensions. - For now, the **Suppliers** dimension will not be available for group budgets. ## Creating group budgets To create your group budget: 1. In the [Payhawk Web Portal](https://portal.payhawk.com), switch to the group from the entity switcher in the top header, then open the app switcher in the top-left corner and go to **Budgets**. 1. If you don't have existing budgets on the entity level, click on **Create a fiscal year budget**. ![Group Budgets page showing No budgets created yet and the Create a fiscal year budget button.](https://cdn.payhawk.com/Navigation%20images%20Desi_20261009/Group_budgets_create_20261009_ai.png) 2. If you already have budgets for an entity, the system will prompt you to upgrade to group budgets. Click on **Start using group budgets**. In the dialog that opens, select the checkbox and click on **Confirm**. ![Upgrade to group budgets page with the Start using group budgets button, and the confirmation dialog with its checkbox and the Confirm button.](https://cdn.payhawk.com/Navigation%20images%20Desi_20261009/Group_budgets_upgrade_20261009_ai.png) 2. In the flyout dialog, select your dimensions, define the start of the fiscal year, download the template, fill it in, and then upload it again. Dimensions that are not yet managed on the group level will be displayed behind the **Unavailable dimensions** collapsible toggle. If a dimension can be migrated to the group level, you'll be prompted to do so. 3. When ready, click on **Submit**. ![Group budget import form with the budget dimensions, Unavailable dimensions, start of the fiscal year, template download and Upload file, and the success screen showing 71 budgets imported successfully with the OK button.](https://cdn.payhawk.com/Navigation%20images%20Desi_20261009/Group_budgets_import_20261009_ai.jpg) 4. In the success screen, click on **OK** to close it. As a result, you'll be able to view the group budget from **Budgets**. ![Group Budgets page listing the imported group budgets with their utilisation, committed and available amounts.](https://cdn.payhawk.com/Navigation%20images%20Desi_20261009/Group_budgets_list_20261009_ai.png) ## Useful resources - [Adding your budgets and forecasts to Payhawk](/help/managing-your-budgets) - [Migrating your custom fields, expense categories, and teams to the group level](/help/migrating-data-to-the-group-with-the-payhawk-migration-wizard)