Next User Type: Member (Cardholder)
In order to use your physical or virtual card, you need funds from a specific budget made available to you. A budget owner can send funds to you directly or you can request funds from the mobile app or a web browser. If you ever have leftover funds, you can return funds to a budget from the Next mobile app.
Request funds from the mobile app
In the Navigation Bar, tap the Add (+) icon
Tap +Request Funds
Select the budget you want to request funds from
Enter the amount you want to request
Enter a note detailing the reason for the funds request
Tap Request
The budget owner will be instantly notified of your funds request
Request funds from a web browser
In the Navigation Menu, select Budgets
Select the budget you want to request funds from
You can also use the Search field to find a budget
Select Request funds
Below the Budget drop-down menu, view the amount available in the budget
In the Amount field, enter the amount you want to request
Add a note to describe the request in the Note field
Select Request
Confirm the details of your request:
To submit your request, select Request
To edit the details of your request, select Back
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