Provider Tutorial Videos

How to add a new user

Here is how you can add a new user when you need to add a participant, support worker or other carer to your SpendAble account

How to add an existing user to your organisation

Is a new user joining your organisation who already has an existing SpendAble account from a previous provider? You can simply connect them to your organisation without creating a new profile for them. Watch to learn how.

How to add a new wallet

Once you've added a participant user to SpendAble, you need to create wallets for them, which is where their money is stored. Here is how to create a wallet whether you're creating a single wallet, or programming a budget.

Connecting and removing support workers from wallets

Different support workers may need different access to different sources of money. Over time, what money a support workers need to access may change. Here is a quick tutorial on how to adjust support worker access to wallets.

Connecting and removing cards from wallets

A unique feature of SpendAble is your ability to add and remove a cards ability to access money from a wallet. For example, you might have a wallet you don't want your support worker cards to access. Here's how to update card access permissions.

How to reset a users password

When someone forgets their password or needs it changed for them, they need it done quickly so they can enjoy their SpendAble experience again. Learn how to reset a users password with ease here.

How to change a card pin

Need to change your card pin? You can do so quickly and securely in via the SpendAble Budget Hub for any user you manage

How to change your Budget Hub password

If you need to update your Budget Hub password, here is a quick video on how you can do so in a couple of simple steps. Be sure to never share your password with others to keep your account safe.

How to make a wallet active, inactive or the default

Learn how to make a wallet active or inactive. You will always have one default wallet, which is the wallet that your card will pay from if no other wallet has been specifically selected. This video will also show you how to choose your default wallet.

How to order a card

A unique feature of SpendAble is the ability to order a personal card for a participant, or a support worker card which is the card used by carers to make payments on behalf of participants. This video will show you how to order both types of cards.

How to set spending limits and rules

With SpendAble, you can allow or disallow cash out, set time based and transaction base spending limits, as well as block certain spend categories. Here is how you can set these rules if it is appropriate for the wallet

How to transfer funds between wallets

There might be times where you need to move money between your wallets to adjust the balances. Here is the quick and easy process to do so in the Budget Hub.

How to update a users profile information

Learn how to update the profile information of a any user within your SpendAble environment. You can update the information of participants, support workers or administators.

How to view transaction information

Use the transaction information to see who paid, how much was spent, where it was spent, who spent the money, which budget was used, receipts, photos and notes.

How to make a card active or inactive

Sometimes you might need to make a card inactive if you don't want it used, or make it active again once you want to use it again. Doing so with SpendAble is simple and easy.

Connecting and removing support workers from wallets

Connecting and removing cards from wallets

How to change your Budget Hub password

If you need to update your Budget Hub password, here is a quick video on how you can do so in a couple of simple steps. Be sure to never share your password with others to keep your account safe.

How to make a wallet active, inactive or the default

How to transfer funds between wallets

There might be times where you need to move money between your wallets to adjust the balances. Here is the quick and easy process to do so in the Budget Hub.

How to view transaction information

Use the transaction information to see who paid, how much was spent, where it was spent, who spent the money, which budget was used, receipts, photos and notes.

How to make a card active or inactive

Sometimes you might need to make a card inactive if you don't want it used, or make it active again once you want to use it again. Doing so with SpendAble is simple and easy.

How to view transaction information

Use the transaction information to see who paid, how much was spent, where it was spent, who spent the money, which budget was used, receipts, photos and notes.

How to make a card active or inactive

Sometimes you might need to make a card inactive if you don't want it used, or make it active again once you want to use it again. Doing so with SpendAble is simple and easy.

Logging into SpendAble for the first time

To make sure your SpendAble account is safe and secure, there are some simple steps you need to complete when you log into the SpendAble app for the first time. Learn how to log in and set up your pin here.

How to make your first payment

To make your first payment, you need to load money onto your card so it knows which wallet to draw money from. Once you've got money loaded, you can simply switch between wallets. Here's how to make your first payment with SpendAble

How to view a participants wallet balance

SpendAble makes it easy for participants to segment their money, program a budget or financial management plan. Watch this tutorial to learn how to view the participants balances in the SpendAble app so you can be confident when supporting participants to stick to their budget.

How to switch between wallets to pay

When participants have a budget programmed in SpendAble, it is important to make sure you're spending from the right budget for the right reasons. This video will show you how easy it is to switch between wallets to pay, to make record keeping easy, and support participants to stick to their budget with ease.

Uploading photos and receipts to transactions

When you pay on behalf of a participant, it is important that you keep good records of evidence to give participants and families peace of mind, while satisfying quality and safeguard obligations. See how easy it is to add evidence to transactions with SpendAble here.

How to change your app log in pin

When you log in to the SpendAble App, you can use a password, pin or FaceID. If you choose to use a pin number, here is how you can change your pin code to log in to the SpendAble app.