Sub-accounts allow you to separate funds within your main Bujeti account for better financial organization. You can create dedicated subaccounts for teams like Marketing, HR, Operations, or specific projects—each with its own balance, managers, and spending controls.
Step 1: Log into your Bujeti Dashboard and Click on "Accounts" in the left sidebar navigation
You'll see the Accounts page with tabs: All accounts, Bujeti accounts, Subaccounts, and External accounts
Locate the " Add an account" button in the top right corner of the Accounts page
Click on "Add a Subaccount"
Step 2: A side panel titled "Create a new subaccount" will slide in from the right. You'll need to fill in four key fields:
Field 1: Subaccount Name
Enter a descriptive name for your subaccount in the "Subaccount name" field
Choose a name that clearly identifies its purpose
Examples:
VAT
Salaries
Marketing team
Q1 Project Budget
Lagos Office Operations
Field 2: Parent Account
Click on the "Parent account" dropdown
Select the main account this subaccount will be linked to
Field 3: Account Type
Click on the "Account type" dropdown
Select the appropriate type for your subaccount
Common Account Types:
Operating Account – For day-to-day business expenses
Project Account – For specific project budgets
Department Account – For departmental spending
Reserve Account – For savings or emergency funds
Field 4: Account Managers
Click on the "Account managers" dropdown
Select one or more team members who will manage this subaccount
Step 3: Review all the information you've entered and click on “Create Subaccount”
The subaccount will be created instantly
You'll see a success notification confirming creation
The new subaccount will appear in your All accounts list
It will also be visible under the Subaccounts tab
The subaccount will show a ₦0.00 balance initially (until funded)
You can also find out how to create an account here
You can assign multiple managers to a subaccount. Choose team leads or department heads who need visibility and control over that budget.
Note: Only users already added to your Bujeti workspace will appear in this dropdown. Add team members first via Team management if needed.