For things like a lunch budget, team event, or department project, you can create a shared funds budget. 

All members in a shared budget have access to any available funds. This means that budget members don’t have to request funds every time they need extra, but budget owners still get to set spending limits. 

In Divvy, budget owners can always use funds in this way. However, you can also enable it for all budget members. 

Learn how to manage shared funds for a budget in Divvy.

Web Browser

  1. Log in to Divvy on your web browser.

  2. In the Navigation Menu, click the Budgets link.

  3. Click the budget you’d like to edit.

  4. Click the Options icon [1] and click the Edit budget settings link [2].

Edit Budget Settings

5. Select the shared funds option you want to enable:

  • Owners only [1]: Only budget owners have access to spend from all available funds. Budget owners must assign funds to budget members.

  • Everyone [2]: All budget owners and budget members will have access to spend from all available funds.

  • Off [3]: All budget owners and budget members must be assigned funds in order to spend.

Shared Fund Settings

6. If you select the Everyone option, you will need to read and accept the warning message that all unused balance will be returned to the budget for everyone to share.

Shared Funds Confirmation

7. To save your shared funds settings, click the Save Settings button.

Save Settings

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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