How do I create a new company gifting wallet budget?

You're not limited to the budgets you set up when you first created the wallet. Add a new one whenever your organisation needs it.

1. Go to the Company gifting wallet page

2. Click + Add a new budget

   

3. Set up your new budget

• Add a Budget name, for example Marketing, Sales, or IT
• Set a Budget total, the total pool available for the cycle
• Set a Single transaction limit, the most anyone can put toward one contribution
• Choose an Allowance cycle, how often the budget total resets, for example Quarterly

4. Save to add it to your list of budgets

5. A new budget starts with no users. Head to the budget and click Add users to give your staff access.