You must verify your business bank account with us before making a deposit into your Budgetly account. To meet anti-fraud requirements, only verified business accounts can be used for deposits. The verification process is quick and easy!
How to add a bank account
1. Click Settings.
2. Select Account.
3. Scroll to the bottom of the page and click the Add bank account button.
4. Complete the following information:
- Bank / Financial Institution
- Account Legal Name (as it appears on the bank statement)
- Branch / BSB
- Account Number
5. Upload a recent bank statement or letter.
Important: This document must be dated within the last 3 months and clearly show the BSB, Account Number, and Account Name.
6. Click the Add account button.
Wait for us to verify your bank account. Once the status changes to "Whitelisted," you can start depositing money from this account into your Budgetly account.