Everything you need to know to set a budget rate in 2025

By Ebury

22/02/2025

In the FX market, market volatility remains a constant challenge. 

As treasury and finance teams prepare budgets for the upcoming year, they face currency fluctuations, which, if not managed properly, can make it difficult to budget accurately. Hence, it’s essential to establish a budget rate to manage the FX risks.

In this guide, we’ll decode the role of a budget rate, its importance, how to set it and what to consider before applying it.

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More about this e-book

Whether you work with a global SME, a large corporation or an institution, it’s a must-read if you work in a finance, accounting or treasury team. Here, you’ll learn:

  • What is a budget rate
  • Common methodologies to calculate a budget rate
  • Questions to consider before setting a budget rate
  • Best practices to achieve your budget rate
  • Steps to apply a budget rate in your FX or treasury policy

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