๐Ÿ“Š How to View Allocated Money in Sub-Account Cards & Budgets

๐Ÿ“Š How to View Allocated Money in Sub-Account Cards & Budgets

SiFi gives you full visibility of how your total company balance is distributed across budgets and sub-account cards. You can track all allocations directly from the Account Details page.


๐Ÿ“ Steps to View Allocated Money

โ€‹

  1. Log in to your SiFi account.

  2. Go to the Dashboard.

  3. Click on Account Details (next to your total balance).

  4. On the Account Details page, youโ€™ll see:

    • Total Balance โ€“ your companyโ€™s full balance in SiFi.

    • Available Balance โ€“ funds that are free and not allocated.

    • Allocated Money in Budgets โ€“ breakdown of funds assigned to team budgets.

    • Allocated Money in Cards -  breakdown of funds assigned to sub account cards.


๐Ÿ“‹ What Youโ€™ll See

  • Each budget or sub-account card is listed with the allocated amount.

  • You can expand or collapse the list by clicking โ€œShow/Hide allocated team budgets.โ€

  • Example:

    • Sub Account Funded Card โ†’ ๏ทผ 461.00

    • Wallet 1 โ†’ ๏ทผ 999,111.63

    • Testing Budget โ†’ ๏ทผ 1.00


This view ensures you know exactly where your company funds are allocated at any given time.


๐ŸŽฏ Benefits

  • Transparency โ†’ Clear visibility of funds across all budgets and cards.

  • Control โ†’ Easily identify budgets with unused balances.

  • Efficiency โ†’ Helps Admins and Finance Managers redistribute funds when needed.

  • Audit-ready โ†’ Shows a complete allocation trail for compliance and reporting.


๐Ÿ’ฌ Still have questions about allocations? Contact support@sifi.sa or call 920031030.




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