A budget is how Whistle organizes funds to be distributed through the platform. You can create a budget for a specific purpose or a specific group. Each Whistle account is created with a general account budget that you can use to get started.
1. From the Admin Navigation bar on the left of your screen, click on "Budgets, Awards and Badges".
2. Click on the "Add funds" button to open options to add funds to your account (or move funds between budgets). You can always move funds between budgets if you want to make a change later.
3. The “Fund Budget” modal will open from the right of the screen giving you options to add funds.
Choose Credit Card Transfer if you would like to load funds immediately onto Whistle. This is the easiest way to get started.
or
Choose ACH Bank Transfer to send funds from a bank account. This typically takes 3-5 business days for your bank to process.
The Transfer from Account Balance or Parent Budget allows you to move funds from one Whistle budget to another.
4. Follow funding prompts to load funds as indicated on the modal. (Credit card form shown below).
