Creating a bank account on Bujeti is an essential step towards managing your finances effectively. Whether you're looking to streamline your transactions, save for future goals, or simply keep your business funds organized, the process is designed to be user-friendly and efficient.
In this guide, we’ll walk you through the simple steps to create your bank account, ensuring you have all the information you need to get started on your financial journey with Bujeti.
How to create a Virtual Bank Account
Step 1: From your Bujeti Dashboard Overview page, locate the sidebar on the left and click on Accounts.
Click the Add Account button located at the top right corner of your screen.
Step 2. A dropdown menu will appear. Select Create an Account from the available options.
If you see other options like "Link External Account," make sure you're selecting "Create Account" to open a new Bujeti bank account.
Step 3. Fill in Account Details
Complete the required information fields:
Account Name: Choose a descriptive name for easy identification (e.g., "Marketing Budget Account" or "Payroll Account")
Preferred Bank: Select from Bujeti's partner banks where you want your account opened (9PSB or Paystack account)
Account Type: Choose the type of bank account that suits your business needs
Step 4.Review your information and click Create Account to finalize the process.
Your new bank account is now ready to use. You can create multiple accounts based on your business needs and start managing transactions immediately.
Note: The account name you choose will be visible across your Bujeti dashboard, so use clear, business-appropriate naming conventions.
You can also see how to create sub-accounts on the platform here.
Frequently Asked Questions
Q: How many bank accounts can I create on Bujeti? A: You can create multiple accounts based on your business needs. This helps you organize funds for different departments, projects, or purposes.
Q: Which banks does Bujeti partner with? A: During account creation, you'll see a list of Bujeti's partner banks in the "Preferred Bank" dropdown. You can learn more about where your account is held.
Q: Can I change the account name after creation? A: No, you cannot change account name after creation. Account names help with organization across your dashboard.
Q: What's the difference between creating a new account and a sub-account? A: A main account is a standalone bank account, while sub-accounts are divisions of a main account used for better fund allocation and tracking. Learn more about creating sub-accounts.
Q: Is there a limit to different account types I can create? A: Account types available depend on your business tier and partner bank offerings. Select the most appropriate type during creation based on your intended use.