To assign a budget to a member, go to:  My Access > Finance > Budget Assignments.


To replace a member in an already existing budget:

  • Find the budget in question 
  • Choose the name of the member from the drop down list to right of that budget you want to assign the budget to
  • Save changes 


To add another member to an already existing budget:

  • Choose the budget from the empty drop down menu (says "select a budget")
  • Choose the name of the member from the drop down list to right of that budget you want to assign the budget to
  • Save changes 


When a member is assigned a budget, the budget will then appear under the "Finances" tab in their account.