How to create a Shared balance

To create a Shared balance, go to “Balances” and then choose the “+ Create Balance” option.

You will be asked to give the balance a name and choose which parent balance it will draw from. The balance you create will only have access to the currencies available in the parent balance.

Next, you’ll be asked to choose whether or not you’d like Shared cards to be able to draw from this balance.

Lastly, you can toggle which currencies you would like to be available in your new balance. You will still be able to edit the currencies once the balance has been created.