# Managing a Budget

Written by Konky Wang  
October 23, 2025

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.

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## **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.

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## **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.**

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## **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.

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## **Need to Deduct Money Instead?**  
No worries — it works the same way.

Just select the user, select **Deduct Money,** enter the amount, and save.

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## **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**.

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**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.

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