How to do a bank transfer within a budget

Only a budget owner with a "transfer without approval" can conduct a bank transfer within a budget.

To facilitate a bank transfer within a budget follow the steps below:

  1. Log in to your Aspire account
  2. Click on "Budgets" under the Spend section on the left-hand side 
  3. Click on the budget you need to make the transfer from
  4. Click on "Make a transfer"
  5. Select a recipient. If recipient not listed, you can add them from this section 
  6. Fill out the information required and conduct the bank transfer

You can see the transaction listed in the transactions section of your budget.


Questions? Please log in to the app and reach out in the chat at the bottom right corner of the screen.

Suggestions? Let us know here.