As an admin, you can edit the settings of a custom field in your account. You can also delete custom fields.

Note: You cannot delete custom fields that have been used for transactions in your account.

Web Browser

1. In the Divvy Navigation Menu, click the Settings link [1]. Then select the Custom Fields option [2].

Open Custom Fields

2. Click the custom field you would like to update [1]. You can also enter the name of the custom field in the Search field [2].

Open Custom Field

3. In the Name field, you can edit the name of the custom field [1]. In the Description field, you can edit the custom field's description [2].

Edit Name and Description

4. To edit the custom field options, click the Edit field options field [1].

5. To allow spenders to enter their own unique field option when completing a transaction, check the Allow custom options checkbox [2].

6. To allow transaction defaults for the custom field, click the Allow defaults for this field checkbox [3].

Custom Field Option Settings

7. To include the custom field in all budgets in your account, select the All budgets option [1]. To choose the budgets where the field will be available, select the Selected budgets option [2]. Then select or edit the budgets from the Select budgets drop-down menu [3].

Budget Settings

8. In the Require section, you can edit when the custom field is required:

  • Never [1]: The custom field is optional for spenders.

  • Always [2]: The custom field is mandatory for spenders on related transactions.

  • For selected budgets [3]: The custom field is mandatory for spenders on transactions in the specified budgets.

9. If the Always or For selected budgets option is selected, a transaction amount can be specified by clicking the Require fields by amount checkbox [4]. Edit the amount that will require the custom field in the Transaction Amount field [5].

Custom Field Requirements

10. To save you changes, click the Update Field button.

Create Field Button

11. To delete the custom field, click the Options icon and select the Delete custom field option [2].

Note: You cannot delete custom fields that have been used for transactions in your account.

Delete Custom Field

12. To confirm you want to delete the custom field, click the Delete button [1]. To cancel and keep the custom field, click the Cancel button [2].

Delete Confirmation

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

Did this answer your question?