Before making a deposit into your Budgetly account, you must verify your business bank account details with us.
To comply with anti-fraud regulations, deposits into a Budgetly account can only be made from a verified business bank account.
Verifying your business bank account with us is easy.
Step 1
Under Menu, go to Account.
Step 2
Click this button at the bottom right of the page:
Step 3
Enter the following details:
- Bank / Financial Institution
- Account Legal Name (as it appears on the bank statement)
- Branch / BSB
- Account Number
Step 4
Upload a recent bank statement or letter dated within the last 3 months.
Step 5
Click Add Account.
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Step 6
Wait for Budgetly to verify this bank account.
Once the status shows as Whitelisted, you can deposit from this account to your Budgetly account.
Go to this article for instructions on how to make a deposit!
Still need help? Click here to get in touch with our friendly Support Team.