How do I create new cards?


To create additional cards, please follow the steps outlined below:


  1. Click the Create Card Button

Begin by clicking the Create Card button. A tab will appear on the right side of your screen.


  1. Select a Label for Your Card

Choose a label for your card to help organize your purchases.


  1. Customize Your Card

In this step, you can:

  • Edit the Card Name: Personalize the name of your new card.
  • Choose a Card Color: Select a color to help track your expenses in the Insights tab on your dashboard.
  • Select a Merchant: Choose the merchant for which the card will be used.

  • Set Usage and Limits: Indicate if the card is for recurring or single use, and establish spending limits—daily, monthly, per transaction, lifetime, or no limits.

    Note: Your overall account has a total spending limit, so even if you choose no limits for a specific card, your total account limit will still apply.

Finalize the Process

Once you've customized your card, click CREATE CARD to complete the process.

By following these steps, you can easily create additional cards tailored to your needs. If you have any questions or need further assistance, please reach out to our support team.