As an admin, you can easily make changes to a budget, including budget limits and buffers, expiration dates, budget interval, and shared fund settings.
Note: If you change a budget interval from non-recurring to recurring, the first budget period begins on the date the budget was created and includes all transactions in the budget up to that point. The end date for the initial budget period is based on the new selected interval date.
Web Browser
In the Divvy Navigation Menu, click the Budgets link.
2. Click the name of the budget you want to edit [1]. To search for a budget, enter the budget name in the Search field [2].
3. Click the Options icon [1]. Then click the Edit budget settings option [2].
Note: If you do not see the option to edit budget settings, you do not have the required permissions to edit your budget.
4. You can edit the budget's name [1], limit for current interval [2], buffer for current interval [3], recurring limit [4], recurring buffer [5], maximum transaction amount, budget period [6], and expiration date [7]. You can also edit the settings for shared funds [8] and automatically adding people when they are added to Divvy [9].
Note: If you change a budget interval from non-recurring to recurring, the first budget period begins on the date the budget was created and includes all transactions in the budget up to that point. The end date for the initial budget period is based on the new selected interval date.
5. To save changes to your budget, click the Save Changes button.
Confirm Interval Changes
If you changed the budget interval, you will need to confirm you understand the effects of the change. The confirmation message will vary based on the previous budget interval and the new interval selected.
If you removed the interval from a budget with a recurring interval, you need to confirm that funds will no longer reset in the future [1]. If you changed the budget interval, you need to confirm that the reset interval will change [2]. To confirm the changes, click the Confirm button [3].
If you added an interval to a budget that previously did not have one, you will need to select if you want to reset funds monthly or rollover funds without resetting. To assign the same amount to members and cards in future budget periods, tap the Reset funds monthly option [1]. To maintain existing funds without resetting funds for future budget periods, tap the Rollover funds and do not reset option [2]. To confirm the changes, click the Confirm button [3].
Mobile App
In the Divvy Navigation Bar, tap the Budgets icon [1]. If the Budgets icon is not in your Navigation Bar, tap the More icon [2], then tap the Budgets link [3].
2. Tap the budget you want to edit.
3. Tap the Options icon [1]. To begin editing your budget, tap the Edit budget link [2].
Note: If you do not see the option to edit a budget, you do not have the required permissions.
4. To edit the current interval's limit or buffer, tap the Limit field [1]. To edit the recurring limit or buffer, tap the Recurring Limit field [2]. You can also edit the budget interval [3], expiration date [4], and shared fund settings [5].
5. To manage the ability for budget members to send funds within a budget without owner approval, tap the Transfer Funds field [6].
6. To set a maximum limit for all transactions in the budget, enter the amount in the Max Transaction Amount field. All transactions above this amount will automatically be declined.
7. To automatically add new people to this budget, tap the Auto-add people toggle button [7].
8. To save your changes, click the Save link [8].
Note: If you change a budget interval from non-recurring to recurring, the first budget period begins on the date the budget was created and includes all transactions in the budget up to that point. The end date for the initial budget period is based on the new selected interval date.
Confirm Interval Changes
If you changed the budget interval, you will need to confirm you understand the effects of the change. The confirmation message will vary based on the previous budget interval and the new interval selected.
If you removed the interval from a budget with a recurring interval, you need to confirm that funds will no longer reset in the future [1]. If you changed the budget interval, you need to confirm that the reset interval will change [2]. To confirm the changes, tap the Got it link [3].
If you added an interval to a budget that previously did not have one, you will need to select if you want to reset funds monthly or rollover funds without resetting. To assign the same amount to members and cards in future budget periods, tap the Reset funds monthly link [1]. To maintain existing funds without resetting funds for future budget periods, tap the Rollover funds and do not reset link [2].
If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team.