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How to View Accounts, Budgets and cards on Bujeti.

Learn how to access and view your company's accounts, budgets, and corporate cards on the Bujeti mobile app.

Written by Lambert Eboite
Updated today

Overview: Accessing Financial Information

The Bujeti mobile app organizes your financial information into three main categories, accessible from the bottom navigation bar:

  • Home (house icon) β€” Quick overview and recent transactions

  • Transactions (arrows icon) β€” All payment and request history

  • Financial Hub (cards icon) β€” View Accounts, Budgets, and Cards

How to View Accounts

Accounts represent your company's actual bank accounts and balances connected to Bujeti.

Step 1: Open the Bujeti mobile app and log in

  • Tap the Financial Hub icon (cards/wallet icon) in the bottom navigation bar, you'll see three tabs at the top: "Accounts", "Budgets", and "Cards"

  • Tap the "Accounts" tab at the top to see the list of all company accounts you have permission to view or use the search bar appears at the top with placeholder text "Find account" to find account.

  • Tap on any account from the list to view comprehensive information of the account.(details, payments, card)

How to View Budgets

Budgets help you allocate and control spending across departments, projects, or teams. Viewing budgets lets you monitor available funds and spending capacity.

Step 1: Repeat the steps above, and tap the "Budgets" tab at the top of the screen, You'll see a list of all budgets you have access to

  • Tap on any budget from the list to view the comprehensive budget information including: (Total budget allocation, Available balance, payments history and cards)

How to View Corporate Cards

Corporate cards allow team members to make purchases within pre-set spending limits while maintaining full control and visibility.

Step 1: Repeat the steps above, and tap the "Cards" tab at the top of the screen, You'll see a list of all cards you have access to

  • Select the card to see details, card balance , top up and payments on the card

  • On the Cards screen, you'll see each card with: (Cardholder name , Card type indicator , Card currency, Card status, Last four digits etc)

  • To view the card details, tap on the eye icon to view details like CVV, card number, Card expiration date

Note: The mobile app is designed for viewing and monitoring financial information. Creating new entities or modifying existing ones requires access to the Bujeti web platform at app.bujeti.com.

Need help? Our support team is available 24/7 to assist you. Chat with us directly in the app, email [email protected], or visit our Help Center for more resources.

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