What is a Budget?

Budgets are designed to provide ultimate control and visibility of all spend within your organization. When you are approved for a Divvy account, your company will have a single budget. All new users will be added to this budget without a spend limit. If desired, you can create multiple budgets organized by team, location, project, event, or any other expense category.

For example, if you have a specific marketing allowance per month, you can create a marketing budget and assign access to all the members who need access to these funds. This is a simple way to know what was purchased by marketing on a month-to-month basis.

Budgets in Divvy are meant to be simple, organized, and get your company spending smarter and faster than ever before. Depending on your preference, you can manage your expenses from a single budget or create multiple budgets organized by team, location, project, event, or any other category.

Viewing Budgets

Admins and bookkeepers can view all active and retired budgets in their accounts. Budget owners can view active and retired budgets where they have designated as a budget owner.

To view budgets, click the Budgets link in the Divvy Navigation Menu [1]. To view active budgets, click the Active budgets link [1]. To view retired budgets, click the Retired budgets link [2].

View Budgets

Budget Snapshot

Each budget includes a snapshot that allows you to easily track where you stand. The budget snapshot displays the budget interval [1] and the number of owners and members of the budget [2].

From the Snapshot, you can quickly understand the total budget limit, how much has been spent [3], the amount assigned to members and cards [4], the total amount of funds that are available [5], and the total budget limit for each month [6].

You can also send funds to budget members [7] and view budget options [8].

Budget Snapshot

A label displays on any budget where merchant controls have been applied [1]. Budget members can hover their cursor over the label to view which categories are allowed for spending within the budget [2].

For budgets with monthly or yearly intervals, you can also view spend in the previous month and anticipated spend in the future month by clicking the Next or Previous icons. The Next and Previous icons are not available for budgets with daily or weekly budget intervals.

Previous and Next Month

Spend Limits Tab

The Spend Limits tab is where all the user and card limits are set [1]. It is built to ensure that you have perfect visibility into what each user or vendor can spend. From here, you can set individual limits, create a new card [2], or make bulk fund changes [3].

For a more detailed view, simply click a user or card to view individual or card level details, as well as any associated transactions [4].

Spend Limits Tab

Note: If you are viewing a previous time period, the Spend Limit tab displays as the Historical Funds tab.

Transactions Tab

The Transaction tab give you real-time visibility into all spend within the budget [1]. To view individual transaction details, attach receipts, or add any additional information that is required, click the name of the transaction [2].

Note: For budgets with daily or weekly intervals, the Transactions tab displays transactions from the entire history of the budget.

Transactions Tab

Reimbursements Tab

The Reimbursements tab allows you to view all reimbursements associated with a budget [1]. To approve or deny a reimbursement, click the name of the reimbursement [2].

Note: For budgets with daily or weekly intervals, the Reimbursements tab displays transactions from the entire history of the budget.

Reimbursements Tab

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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