As an administrator, you can edit any bank accounts that have been added to your Divvy account. You can edit the account’s nickname, enable the account to be used for account payments, show the account balance on the Bank Accounts page, and authorize the account if it wasn’t authorized when it was initially created.

This lesson includes steps for editing bank accounts in a web browser.

Read the Divvy Bank Account Connection FAQ.

Web Browser

In the Divvy Navigation Menu, click the Settings link [1]. Then click the Bank accounts link [2].

Bank Account Settings

To edit an individual bank account, click the Edit link for the account [1]. To edit all accounts from the same institution, click the Edit link for the group [2].

Edit Accounts

Edit Individual Account

To edit the account nickname, enter the nickname in the Account Nickname field [1].

To display the account balance on the Bank Accounts page, click the Show amount available in this account checkbox [2].

To set the account as the primary account, click the Set As Primary Account button [3]. The primary account is used for recurring payments and is the default account displayed for manual payments.

To delete the account, click the Delete icon [4].

Edit Individual Account

Edit Multiple Accounts

When viewing a group of accounts, each account displays the account type [1], account number [2], and amount in the account [3].

To enable an account, click the Enabled toggle button [4]. Enabled accounts display as usable options when an admin makes a payment on the account.

To edit the account nickname, enter the nickname in the Nickname field [5].

To display the account balance on the Bank Accounts page, click the Show Amount checkbox [6].

Edit Multiple Accounts

If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team.

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