Tutorial Articles
Select the tutorials you're looking for
Participants
Logging in for the first time (MOBILE)
Making your first payment (MOBILE)
Checking a budget (MOBILE)
Swapping between wallets to pay (MOBILE)
Adding receipts and photos (MOBILE)
Change password (MOBILE)
Logging in for the first time (desktop)
Making your first payment (desktop)
Checking a budget (desktop)
Swapping between wallets to pay (desktop)
Adding receipts and photos (desktop)
Change password (desktop)
Support Workers
Logging in for the first time (MOBILE)
Making your first payment (MOBILE)
Checking a budget (MOBILE)
Swapping between wallets to pay (MOBILE)
Adding receipts and photos (MOBILE)
Change password (MOBILE)
Logging in for the first time (desktop)
Making your first payment (desktop)
Checking a budget (desktop)
Swapping between wallets to pay (desktop)
Adding receipts and photos (desktop)
Change password (desktop)
Super Admin
Add a new wallet
Add a parent or trustee
Add a user to your organisation
Remove a user from your organisation
Change a card PIN
Change password
Connect an existing user
Edit a users details in the Budget Hub
Filter and download transactions
Filter wallets and download wallet lists
Giver a user access to a wallet (supporter/parent)
Add an operations manager
Edit wallet information
Make a wallet active, inactive or the default wallet
Make a card active or inactive
Order a card
Add / remove a card from a wallet
Setting a spending limit
Reset your account password
Reset a users password
Transfer funds between wallets
View your transactions, and add receipts, notes
Operations Manager
Add a user to your organisation
Change a password
Edit a users details in the Budget Hub
Filter & download transactions
Filter wallets and download a wallet list
View your transactions, and add receipts, notes
Finance Manager
Add a user to your organisation
Change a password
Edit a users details in the Budget Hub
Filter & download transactions
Filter wallets and download a wallet list
View your transactions, and add receipts, notes
