Managing Budgets

Budgets function as your virtual wallet and can be pre-funded using payment methods. Every team member has a personal budget that cannot be deleted. Team members can add money to their shared and personal budgets and move funds between them.

Learn more about managing team budgets in the Lighthouse Academy!

Accessing Team Budgets

1. Hover over Account in the main navigation and click Budgets. You'll see a list of budgets allocated to your entire team and to individual team members, depending on your account type and access.

Personal budgets are listed alongside team budgets on this page. They're identified by their naming convention, with the number of users who have access — which is one (1) — shown in parentheses.

Managing Multiple Budgets

1. Click the dropdown to navigate between team budgets.
2. Enter a budget name in the search bar to find it within the selected team.

Using Budget Management Tools

1. Click the gear icon on the right side of any budget row to manage it. Available actions include adding funds, transferring funds, removing funds, editing the budget, and freezing the budget. The actions available to you may vary depending on your account type.

Creating a New Budget

1. Scroll to the bottom of the Manage Your Budgets page.
2. Use the fields under Create a new budget to set up new budgets for your team or for specific projects.