Skip to content

How to manage budget members and individual limits

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.


Viewing budget members

  1. Click Budgets in the sidebar.
  2. Click on the budget you want to manage.
  3. Select the Users tab.
  4. You’ll see a table showing each member’s name, limit, top-ups/reductions, amount spent, and available balance.

[screenshot: Budget detail page showing the Users tab with member limits table]

Tip: The Users tab is only visible to budget owners and admins.


Understanding per-member limits

  • If user 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 user limits are not set, all members share the full budget amount.

Example: A $2,000 monthly budget with two members and $1,000 user limits each. If one member spends $999, the other still has their full $1,000 available.


Adding or removing members

Members are managed when editing the budget. On the budget edit form, you can add users to the budget and set their individual limits.