Note: The following only applies to the non-free account subscription plans.

To add a user as a member of a budget, follow these steps:

1. Log into your OFX account.

2. Navigate to the “Budgets” section in the navigation menu on the left.

3. Locate the budget you wish to manage. 

4. Click on the 3 rights aligned to the corresponding budget. Select the "Edit" option. 

5. Click on the “Select users from your team who can submit expenses against this budget” dropdown. Search and select the user you would like to add. 

6. The selected user is presented on the list under "Budget Member". Click “Update” to confirm the changes and add the user to the budget.

7. A message confirming that the user has been successfully added is shown.

Why is this page important?
Adding users to a budget is essential for collaborative financial management. It allows team members to access and manage expenses related to that budget, ensuring accountability and transparency in spending.

Next Steps:
After adding users to the budget, communicate the budget details and any relevant guidelines to ensure all members understand their roles and responsibilities.