How to create a new card under a budget
Option 1: Create a new card and link it to a budget
On your Aspire dashboard, click "Budgets" in the left navigation bar (web app) or "Menu" > "Budgets" (mobile app).
Select the budget you want to add a card to.
Click "Add card" and follow the virtual or physical card creation steps.
During card creation, select this budget under the "Budget" field.
Option 2: Link an existing card to a budget
On your Aspire dashboard, click "Cards" in the left navigation bar (web app) or "Menu" > "Cards" (mobile app).
Select the card that you want to link to a budget.
Click "Edit" or "Request edit" (depending on your role).
Click on the "Budget" field and select the desired budget.
Notes:
When linking existing cards to a budget, you will only see budgets in the dropdown that align with the source of funds for that particular card.
Budget source of funds and card source of funds must match.