Transfers & Approvals
Configure how children can transfer money and manage approval workflows.
1
Choose a Transfer Mode
Go to Settings and select a transfer mode that fits your family:
- No Transfers — Children cannot move money between accounts
- Parents Only — Only parents can initiate transfers
- Children Initiate, Parents Approve — Kids request, you approve
- Direct Transfer — Children can transfer freely
2
Set Transfer Limits
When transfers are enabled, you can set a daily limit and a per-transfer limit. For the approval mode, set an approval threshold — transfers above this amount require your approval.
3
Review Pending Approvals
When children submit transfer requests, they appear on the Approvals page. You'll see the request details, amount, source and destination accounts. Approve or reject with a single click.