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Frequently Asked Questions
Yes. Use the login: 'demo_parent@budget-u.com' with the password 'Demoparent1$'' - this will sign you in as a parent of Blake and Jennifer Demo (as seen in the demos videos below) and allow you to view the information for the last few months for each demo student. The parent role has the ability to select from included students in their family plan, also note only the parent who creates the family account hsa access to the settings tab which can add / remove users, bank accounts and adjust budgets. The demo parent login does not have this access.
As a parent and Family Account Manager, you can link your bank during the Quick Start setup the first time you log in. If you prefer to do it later, go to Settings → Banking → Connect Account, select your bank, and follow the secure Plaid connection steps. Watch the Quick Start video below for a step-by-step demonstration.
Budget U combines your inputs with an AI-driven algorithm trained on cost data from over 7,000 campuses. It builds a personalized plan across 10 key spending categories, including housing, meals, books, and personal expenses.
Yes. You can select the debit or credit card you prefer and link it to the app. Just follow the same steps outlined in the “How do I connect my bank account?” FAQ to securely connect your account.
The parent should download the app from the App Store and select Sign Up to create the Family Account. During setup, the parent links an existing debit or credit card. Parents can then invite students and other family members to join.
Students can also download the app and start registration, but they must invite a parent to activate a Family Account.