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      How to switch budgets in Budgetly

      To make a purchase, your card needs to be linked to an active budget. Just make sure you're spending from the right one before you tap or swipe! It’s super easy to switch budgets anytime using our app or desktop site.

      From the mobile app

      Log in to the mobile app. Click here to learn more.

      1. Tap the Cards section.

      2. Swipe between your cards (if you have more than 1).

      3. Tap Current budget.

      4. Just pick a budget from the list you have access to — and you're all set!

      Your card will stay linked to this budget until you decide to switch it.

      Screenshot_20250226_144503_Budgetly

      Note: If the budget you need isn’t listed, or the list is blank, contact your Budgetly admin(s)—they can help you get access.

      From the desktop

      Log in to the desktop version via budgetly.io/login

      1. Click Cards from the left menu.

      2. Find and click your card from the list.
      3. Within the Card's details page, locate the Current budget next to the image of the card.

      4. Click the budget name in orange.

      5. Just pick a budget from the list you have access to — and you're all set!

      Your card will stay linked to this budget until you decide to switch it.