As an admin or budget owner, you can add users to a budget from a web browser or the Spend Center mobile app. When adding users, you can assign any added user as a budget owner. Budget owners can add new team members and approve transactions in the budget.
Add user from a web browser
In the Spend Center Navigation Menu, select Budgets
Select the budget you want to edit
You can also use the Search field to find a budget
In the Budget members section, select Manage Members
Select Add People
In the Search field, enter the name of the user you want to add
When the username displays in the search results, select the user
You can select multiple users and add them to the budget at the same time.
The total number of selected users displays below the Users list. To view all selected users, select the Expand icon.
Select Add People
To make a user a budget owner, select Owner
Select Save
Add user from the mobile app
In the Spend Center Navigation Bar, tap the Budgets icon
If the Budgets icon is not in your Navigation Bar, tap the More icon, then tap the Budgets link.
Tap the name of the budget you want to open
From the Budget Members tab, tap the Add (+) icon
Select the user's budget role:
To add a budget owner, tap Add Owner
To add a budget member, tap Add Member
In the Search field, enter the name of the user.
When the user's name displays in the search results, tap the name of the user.
You can select multiple users to add at the same time.
To add all selected users, tap Save
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