Flex budgets are defined on a yearly basis, meaning that any remaining amount will be lost for the employee at the end of the year & they won’t be able to use that budget anymore...
However, it is possible to let your employees use the remaining budget in the next budget year. When the applicable setting is enabled, any unused amount automatically transfers to next year's budget on 1 January.
Example:
Marco has a Flex budget of €3,000 for 2025
By 31 December, he's used €2,200
Remaining amount: €800
With rollover enabled: Marco's 2026 budget includes his standard amount plus an additional €800
Enabling the automatic transfer of remaining Flex budgets to next year
This setting applies organisation-wide to all Flex budgets:
Go to Settings > Customization > Transfer Flex budget remaining on renewal
Enable the toggle button
Important: Configure this before budget renewal. The rollover happens automatically on 1 January based on your setting.
How will I see the transfer in Mbrella?
On January 1st, two expenses will be created by the platform
with date 31/12: an expense with the remaining budget
with date 01/01: a negative expense (top-up) with the remaining budget
For which budget types is this relevant?
Flex Budgets: ✅ Rollover available
Legal Mobility Budgets: ❌ Handled via Pillar 3 cash-out
Business Budgets: ❌ Not currently supported
Charge Budgets: ❌ Not currently supported