The Accounts page shows your company’s Spend Account balances and 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
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.
Common questions
Can I have more than one verified bank account?
Yes. Add and verify multiple bank accounts. Each one can be used for deposits.
Where do I set up low funds alerts?
Go to Settings > Preferences > Accounts to configure your warning thresholds. See How to configure company preferences.
Who can see the Accounts page?
Only users with the Admin role can access the Accounts page.