Budgets

A budget represents a collection of currency balances. Depending on its configuration, a budget can have its own unique payment details or pooled account payment details.

About budgets

Learn about budget configuration and hierarchy.

Create budgets

Create a new shared or individual sub-budget for a given account.

Manage budgets

View and update an existing budget's details.

Make budget transfers

Transfer funds from one budget to another within an account.

Tutorial

Follow our step-by-step tutorial to try out different features.