1. FAQ
  2. Expense Cards

How do I automate card funding?

Follow these steps to set up automatic fund reloads for when your card balance falls below a specific amount:

  1. Log in to Profit and go to the expense cards page.
  2. Click on the cardholder’s name you would like to set up auto-reload funds for.
  3. Click “Turn On”. See Below: 

Screenshot 2024-07-23 085346-auto

4.    Input the reload amount. 
5.    Input the threshold amount when the reload should be initiated.

Example: “I want Jack’s card to reload with $500 every time Jack’s balance goes below $250.

Reload Amount = $500

Threshold Amount= $250

6.    Press Save. Repeat the steps to set up auto-reloading for a different card.