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How do I select an active budget?

Learn how to change your active budget, which determines the budget used when spending with your physical card.

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Written by Spend Center
Updated over 3 weeks ago

When spending from your physical card, funds are taken from your selected active budget. Only individual users can change their own active budget; admins cannot select an active budget for users in their account.

Notes:

  • You can reassign the transaction to a different budget even after a transaction is completed. Learn more about completing and categorizing transactions.

  • If you cannot select a new active budget, you may only belong to a single budget or you do not have funds assigned to you in any other budgets.

Select active budget from a web browser

  1. In the Spend Center Navigation Menu, select My account

  2. Open the Cards tab

  3. Select your active physical card

  4. Select the Change Budget button

  5. Select the new budget you want to use

  6. The selected budget is now your active budget for future transactions

Select active budget from the mobile app

  1. In the Spend Center Navigation Bar, tap Home

  2. Tap Switch active budget

  3. Select the new budget you want to use

  4. The selected budget is now your active budget for future transactions

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