Each budget has members — the users who are allowed to spend from it. You can set individual spending limits per member to control how the budget is shared.
| Member role | What they can do |
|---|---|
| User | Spend from the budget, view own transactions |
| Owner | Edit the budget, see all transactions, approve top-ups within available balance |
Viewing budget members
- Click Budgets in the sidebar.
- Select the budget you want to manage.
- Open the Users tab.
The table shows each member’s name, limit, top-ups/reductions, amount spent, and available balance.
Tip: The Users tab is only visible to budget owners and admins.
Understanding per-member limits
- If individual limits are enabled on the budget, each member has their own spending cap within the overall budget.
- Members see their individual limit as their available balance — not the total budget.
- If individual limits are not set, all members share the full budget amount.
Tip: A $2,000 monthly budget with 4 users and a $500 individual limit ensures no one person can spend more than their share.
Adding or removing members
- Navigate to Budgets and select the budget you want to edit.
- Click the Edit budget button in the top right.
- Scroll down to the Users section.
- Select a user from the Add dropdown to add them to the budget.
- To remove a member, click the X icon next to their name.
- Set an individual limit for each member if individual limits are enabled.
- Click Save to apply your changes.
Common questions
Can a user be in more than one budget?
Yes. Users can be members of multiple budgets, each with its own limit and cycle.
What happens when I remove a user from a budget?
Their existing transactions stay on the budget. They simply can’t make new purchases from it.
Do users see the total budget amount?
If individual limits are set, users see their own limit as their available balance — not the total budget or other members’ limits.