Money requests let users ask for additional budget funds when they need more than their current limit allows. Here’s how the process works end to end.
1. Users submit requests from the app or desktop
A user can request money from any budget they’re a member of. They enter the amount, a reason, and submit. The request goes to the budget owner and admins for approval.
Read the full guide: How to request money (user guide).
2. Admins and budget owners approve or decline
Pending requests appear in the Awaiting approval section on the Dashboard. Review the amount and reason, then approve or decline.
| Who can approve | When |
|---|---|
| Admin | Always — any amount, any budget |
| Budget owner | Only if the request stays within the budget’s available balance |
Read the full guide: How to manage money requests.
3. Notifications keep everyone informed
When a request is submitted, the budget owner and assigned admins are notified via inbox and email. The user is notified when their request is approved or declined.
4. Approval rules depend on user limits
If a budget uses individual limits, a budget owner can approve requests that stay within the existing balance. If the request would increase the total balance, only an admin can approve.
5. Alternatives to money requests
If a user regularly runs out of budget, consider these instead:
- Increase the budget limit — edit the budget to raise the overall limit. See How to edit a budget.
- Top up the budget — add a one-off amount to the current cycle. See How to top up or reduce a budget.
- Adjust individual limits — give the user a higher individual cap within the shared budget.