You can add more than one business to your Budgetly account and switch between them.
Important: Each business has its own Spend Account, users, budgets, and cards. Adding a second business does not share data between them.
How to add a second business
- Click your company name in the sidebar (e.g. “Budgetly” with the
>arrow). - Select Add company account from the Company panel.
- Complete the onboarding steps for the new business:
- Business entity type
- Business details (name, ABN)
- Business address
- The new company will go through the standard compliance verification process.
Switching between businesses
Once you have multiple companies, use the company switcher in the sidebar to move between them. See Switch company for details.