How do I request money for, or move money into, a Spend Control?

To request money from the Primary Accountholder within the app: 

  1. From the Child or Older adult’s dashboard, tap on the specified spend control
  2. Tap ‘Move $ in’ 
  3. Select an amount 
  4. Tap ‘Request money’ 

To move money into a spend control as the Primary Accountholder or Authorized Approver:

  1. From the Child or Older adult’s dashboard, tap on ‘Spending’ then tap on the specified ‘Spend Control’ 
  2. Tap ‘Move $ in’ or ‘Move $ out’ 
  3. Select an amount  
  4. Select a destination and confirm the account the money is coming from, and going to 
  5. Tap ‘Move’ 

Learn how to toggle off approval here!

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