Getting Started

Setup

Get your Budgetly account up and running — choose a plan, open your Spend Account, and complete the setup wizard.

• How to get started with Budgetly
• How to open your Spend Account
• How to choose a plan and complete checkout
• How to add a second business to your account

Banking

• How to add and verify a bank account
• How to deposit funds into Budgetly

Sign up and compliance

• Step-by-step onboarding guide
• What is an Authorised Signatory?
• What is a Letter of Authority and why is it required?
• Understanding our account approval process
• Where can I find my association number?