J.P. Morgan Next

Learn how to change your active budget, which determines the budget used when spending with your physical card.

Select active budget

Budgets

Learn the basics of budget creation from a web browser or the Next mobile app.

Create budget

View budget history

Transactions from deleted budgets

Learn how to change the roles of budget owners and budget members within a budget.

Change a budget member's permissions in J.P. Morgan Next

Assign custom field options for a budget

Learn how to copy an existing budget to create a new budget.

Copy budget

Retire or unretire a budget

Learn the basics of using budgets in Next as a budget owner.

Getting Started with Budgets in J.P. Morgan Next

Edit budget settings

Add users to a budget

Learn how to create a new budget policy that applies receipt requirements and transaction review settings to selected budgets.

Create policy

Learn how to copy the settings of an existing budget policy to create a new budget policy.

Copy budget policy

Learn how to edit or delete a budget policy in your Next account.

Edit or delete budget policy

Learn more about how default budgets work in J.P. Morgan Next.

Default budget

Admins & Budget Owners

Learn how to view budget limit increases so you can approve or deny them.

Approve or deny budget limit increase

Learn how to approve or deny fund requests from members in your company.

Approve or deny fund request (within a budget)

Find definitions for the various types that display when viewing a budget.

Budget fund type definitions

Edit assigned funds in a budget

Request budget limit increase in JP Morgan Next

Learn how to request funds from a Next budget through the mobile app or a web browser.

Request funds

Learn about using budgets in the J.P. Morgan Next platform.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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