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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. On your Aspire dashboard, click "Budgets" in the left navigation bar (web app) or click "Menu" and choose "Budgets" (mobile app).

  2. Click on the budget you need to make the transfer from
  3. Click on "Make a transfer"
  4. Select a recipient. If recipient not listed, you can add them from this section 
  5. Fill out the information required and conduct the bank transfer

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

 

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