Who can use this feature
- Owner (any card)
- Admin (any card)
Step-by-Step guide
- Go to the Cards section (left menu navigation).
- In the Cards listing, find the card you want to edit and click on it.
- In the Card Details, click
Edit card. - Update the member’s Card Description or change their Card Monthly Budget amount.
- Click Save changes.
Keep in mind:
- You cannot add a monthly budget to a card created without a budget.
- You cannot remove a monthly budget from a card created with a budget. You can only increase or decrease the monthly budget amount.