Card Assignment

Question

How do I spend from a different pocket?

Answer

Whether you’re sharing a pocket with friends or making a purchase with funds you previously set aside, One allows you to easily choose which pocket you want to spend or receive money to - we call this card assignment. 

Once you’ve created pockets, you’ll be able to assign your card from two places in your One app but before we jump into this process, it’s important for you to know how to determine quickly which pocket your card is currently assigned to.

From your Dashboard look at the top right corner of your screen. Here you will see a card icon with the name of the pocket your card is currently assigned to. As an example, here’s what it looks like when your card is assigned to your Spend pocket.

Now that you know where your card is assigned, you can change it by either:

• Tapping on the card icon in the upper righthand corner of Dashboard and then tapping on the pocket you wish to assign; or 

• Tapping on Details on the bottom right of your page and then tapping on My Card. Here you’ll see the same Card Assignment screen from above. Select the pocket you wish to assign your card to.

Changing your card assignment happens immediately, so you can spend right away—and if needed, change it back to your default Spend pocket.

Remember: All card transactions will be made in the pocket your card is assigned to. 

Pro tip: If you’re using One pockets to budget for bill pay, use your Account number and Routing number so that your funds are always withdrawn from the correct pocket. If that option is not available to you, point your card to your primary Spend pocket and move funds to the appropriate pocket according to your budget.

P.S. Don’t forget to download the One app to quickly change your card assignment while you’re on the go!