Create budgets with our built-in budgeting software

Create and assign budgets to managers and easily add employee debit cards to your budgets in order to control your spending.

Applying takes less than 10 min, no credit check, no minimum balance, & no hidden fees.

PROFIT budgets.png

HOW IT WORKS

01

CREATE A NEW BUDGET BY CLICKING "ADD A BUDGET"

Profit business bank add a budget

02

ENTER BUDGET DETAILS & FUND YOUR BUDGET 

Name your budget, select a budget owner, the amount you want to fund your budget, and whether you want to set it to monthly, quarterly, or yearly.

03

ADD EMPLOYEES & ISSUE THEM CARDS TIED TO THAT BUDGET

Employee card spend is now tied to that budget. The budget owner can control their budget's spend by adding or removing funds from employee cards at any time. 

04

CARD TRANSACTIONS ARE TRACKED & AUTO-MATCHED TO THEIR CORRESPONDING BUDGET

Every time a card is swiped or an ACH occurs it appears in the budget's spend activity section so you know where the money is being spent and by whom.

05

TRACK BUDGET SPEND & ADJUST IT AS NEEDED

View spend per team member and per budget.  We auto-categorize every transaction to save you time. We also compare your budget's spend to the prior months. Helps close books in hours not days & integrates with Quickbooks

Profit business bank add a budget
Profit business bank sales budget
Profit business bank budget details
Profit business bank spend management dashboard

Applying takes less than 10 min, no credit check, no minimum balance, & no hidden fees.

Create budgets with our built-in budgeting software

Easily create and manage your budgets 

Add employee cards to budgets to control spending

Assign a budget to a manager if you like

We automatically track all your budget's spend so you don't have to

PROFIT bank budgeting software.png