The Accounts page gives you a complete view of your company’s funds, helps you forecast when to deposit, and manages your verified bank accounts.
How to access the Accounts page
- Click Settings in the sidebar.
- Select Accounts.
Funds section
The top of the page shows your Spend Account balances. Each account displays:
- Account name and platform
- Available balance
- Deposit instructions (click to view BSB, account number, and PayID)
Deposit forecast
The forecast section helps you plan your next deposit:
- Use the calendar to select a future date.
- The forecast compares your available balance against your approved budgets for that period.
- If you have a surplus, it shows the amount in green.
- If you need to deposit, it shows the recommended minimum deposit amount.
[screenshot: Accounts page showing the forecast section with calendar, balance, approved budgets, and deposit recommendation]
Tip: The forecast helps you avoid declined transactions by ensuring your balance covers all approved budgets.
Bank accounts section
The bottom of the page lists your verified bank accounts. These are the accounts approved for depositing funds into Budgetly.
- Click Add bank account to verify a new account.
- See How to add and verify a bank account for the full process.