Once your budget is set up, it’s time to bring it to life — by adding users and topping up their accounts with funds. Let’s walk through how it’s done.
Adding Users
Here’s how to add people to your budget:
Head to the “Add Users” section.
You’ll see a list of everyone in your team.
Simply tick the people you want to add — as many as you like.
Easy, right? You’ve now got your users ready to go.
Adding Balance
Next up: adding money to your budget so you can allocate it to your team.
Here’s how to do it:
Click on Adjust balance.
A window will pop up showing your Current Balance.
In the New Balance field, enter the total amount you’d like the budget to have.
⚠️ Heads up: This replaces the old balance with the new one — it doesn’t add on top.
Once updated, your new balance will show under Unassigned and Total Budget.
Adding Money to a User’s Budget
Now that your budget’s topped up, it’s time to give some funds to your people.
To add money to a user:
In the budget, go to the Users tab and tick the employee who’s getting a top-up.
Click the three dots next to their name.
Choose Allocate Money
Enter the amount you’d like to give them.
You’ll see how much remains in the general budget after the update — handy, right?
You can also add a message to the transaction (because who doesn’t love a friendly note with their funds?).
When you’re done, click “Add Money” to confirm. You’ll be taken back to the Budgets page, where your changes will show straight away.
Need to Deduct Money Instead?
No worries — it works the same way.
Just select the user, select Deduct Money, enter the amount, and save.
Want to See Spending per Budget?
You can check how much is being spent per budget anytime. Just head to the Analytics section and download a Card Transactions Report.
And that’s it — your budget’s all set! 🎉
Your team’s ready to spend wisely, and you’ve got full control over who gets what.