Upgrading to Equals Money from Spend
If used the Equals Spend platform in the past, you will have received an email about moving to the new Equals Money platform or seen a banner in your account.
You can find an overview of the upgrade in our blog article here.
Spend cards are now closing. If you haven't already, it's essential that you complete your upgrade to the new Equals Money platform. If you are a company controller, you should see a banner on your account which you can use to start the upgrade. If you do not see a banner, please get in touch.
Will we still be able to get physical prepaid expense cards on the new platform?
Yes. You will now have more flexibility around the type of cards you order but it will still be possible to order physical Individual cards for all your team which function similarly to Spend cards.
Can we use our existing Spend cards on the new Equals Money platform?
No, you will need to order new Equals Money cards. All Spend cards are closing.
Will the rest of my team be automatically moved across?
No, you’ll need to add team members once you’re on the new platform. If this will be difficult for you due to the number of people in your company that use the account, please speak to us.
Will transaction history be transferred to the new Equals Money platform?
No, however, you will still have access to transaction history in your Spend account until 31st March 2025.
Will uploaded receipts be transferred to the new platform?
No, however, you will still have access to receipts in your Spend account until 31st March 2025.
What are the differences between Spend cards and Equals Money cards?
You can find out more about the differences here.
How can I access the new platform?
Once you've opted to upgrade, sign in on our normal page, with the same email address and password. After the sign in page, you'll see an additional page that allows you to choose to access the Equals Money platform.
Is there a new mobile app?
Yes, you can download the mobile app for Android here and for iOS here.
I have invited a colleague but they have not received an invitation email
If your colleague already had an account on Spend or Equals Money, they will not receive an invitation email. Once you have invited them, they will find they can simply enter their details as normal on the sign-in page and they will be able to access your organisation's account.
How do I top up cards?
On the Equals Money platform, all cards are linked to a balance. To ensure that a card can access spending money, you will need to ensure that the balance it is linked to has money in it.
To do this:
- Go to the Payments page
- Choose the "Internal transfer" tile
- Select which Balances to transfer from and to and the amount
