Why can't I clear my budget?

Why can’t I clear my budget?

If you are unable to clear your budget, it is usually because there are incomplete finance transactions. All expenditures must be reconciled before a budget can be reset.

An expenditure with an Approved status is not fully complete until it has been reconciled. This is a common point of confusion.

Why this happens

In Finance, an approved expenditure means the spending request has been approved, but the transaction itself has not yet been finalized.

To complete the transaction, a reconciliation must be created and approved. Until that happens, the expenditure will still appear in Requests and will block a budget reset.

Common scenario

1. You attempt to clear your budget.

   You receive a message indicating there is a pending request and are directed to the Requests page.

   

2. The Requests page appears empty.

   This is often due to a filter (such as Approval Status) hiding certain items.

   

3. You remove or adjust the filter.

   After clearing the filter, you may see an expenditure with an Approved status.

   

4. You reconcile the expenditure.

   Create a reconciliation for the expenditure, then approve that reconciliation.

   

5. You return to reset the budget.

   Once all expenditures are reconciled, you will be able to clear the budget.

   

Key takeaway

A budget cannot be reset until all transactions are fully complete.

• Pending expenditures must be approved
• Approved expenditures must still be reconciled

If you see an approved expenditure in the Requests tab, it means the transaction is not finished yet.

Troubleshooting tips

• Requests page looks empty: Check and clear any filters (especially Approval Status).
• You see approved expenditures: Create and approve a reconciliation for each one.
• Still blocked from resetting: Review all request types to confirm there are no incomplete transactions.