Step 1: Add Funds to Aspire
Either through ACH, wire, or check, deposit funds to Aspire.
Use the Request Invoice tool in your Settings under Workspace, or use the Invoice Request link HERE.
You can also add a credit card card on file.
Step 2: Set Up Budgets
Step-by-step guide to getting your Budget Accounts setup in Aspire
Click the "Create New Budget" button in the Budget Planning section.
Give your budget a clear, descriptive name that reflects its purpose.
You can include additional context about the budget's purpose (optional)
Enter the total amount you want to allocate for this budget.
Click "Create Budget" to finalize. Your budget is now active and ready to use.
Check out our entire collection on Budgets & Payments to learn more.